Donella
Winkler
Allworth Financial, L.P
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About this Advisor
Donella Winkler is a financial advisor based in Durham, North Carolina, working with Allworth Financial, L.P. Donella has previously held positions at Wyhy Federal Credit Union, Unemployed - Homemaker, Greenes Energy Group, Bank Of The West - Bnp Paribas, Bancwest Investment Services, Inc, Zeiders Enterprises, Adams Chetwood Wealth Management, LLC, and Allworth Financial, L.P. Donella has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Donella is part of Allworth Financial, L.P, which operates out of Durham, North Carolina. The firm has 35 offices and 392 employees. The firm manages assets totaling $19.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Allworth Financial, L.P includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Allworth Financial, L.P Brokerage Details
$19,313,695,523
392
66,085
$292,255
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Donella Winkler Work History
Allworth Financial, L.P
Adams Chetwood Wealth Management, LLC
Zeiders Enterprises
Bank Of The West - Bnp Paribas
Bancwest Investment Services, Inc
Wyhy Federal Credit Union
Unemployed - Homemaker
Greenes Energy Group
Disclosures
Please visit the SEC profile of Donella Winkler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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