Wesley Chatam Winston
Investment adviser representative at LPL Financial LLC
22 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- LPL Financial LLCAug 2026 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsMay 2026 to Jul 2026
- AmetekMay 2023 to Jan 2026
- Coastal CarolinaApr 2023 to Jan 2026
- University of Coastal CarolinaAug 2022 to May 2026
- YmcaFeb 2021 to Jun 2024
- UnemployedJul 2004 to Feb 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8274845
- Firm CRD
- 6413