Best Investors Account Sign in
Inactive

Donella R Winkler

Allworth Financial, L.P.

Durham, NC

Folsom, CA

Claim This Profile
Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-06-01
  • NC RA
    APPROVED
    Since 2022-06-01

Branch Locations

3917 University Drive Suite 200, Durham, NC 27707 • United States

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bank Of The West - Bnp Paribas Casper WY 05/2015 09/2017
Bancwest Investment Services, Inc. Casper WY 05/2015 09/2017
Zeiders Enterprises Woodbridge VA 03/2016 06/2022
Adams Chetwood Wealth Management, Llc Durham NC 10/2021 06/2022
Allworth Financial, L.P. Durham NC 06/2022 Present
  • 05/2015 → 09/2017
    Bank Of The West - Bnp Paribas
    Casper, WY
  • 05/2015 → 09/2017
    Bancwest Investment Services, Inc.
    Casper, WY
  • 03/2016 → 06/2022
    Zeiders Enterprises
    Woodbridge, VA
  • 10/2021 → 06/2022
    Adams Chetwood Wealth Management, Llc
    Durham, NC
  • 06/2022 → Present
    Allworth Financial, L.P.
    Durham, NC
Previous Registrations
  • 2021-10-19 → 2022-07-07
    Adams Chetwood Wealth Management Llc
    Durham, NC
  • 2015-05-28 → 2017-09-14
    Bancwest Investment Services, Inc.
    Cody, WY
    Worland, WY
    Douglas, WY
    Sheridan, WY
    Gillette, WY
    Casper, WY
    Rock Springs, WY
    Casper, WY
    Meeteetse, WY
    Lusk, WY
  • 2012-01-03 → 2013-12-09
    Schwab Wealth Advisory, Inc.
    Englewood, CO
  • 2011-01-26 → 2011-12-31
    Charles Schwab & Co., Inc.
    Englewood, CO
    Englewood, CO
    Englewood, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-24
S63 Uniform Securities Agent State Law Examination 2008-06-13
  • S66 Uniform Combined State Law Examination
    2011-01-24
  • S63 Uniform Securities Agent State Law Examination
    2008-06-13
Designations
Other Names
  • Donella Rae Timm
  • Donella Rae Timm
  • Donella Rae Winkler

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
BRYANT & BRANNOCK, LLC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
CENTER PEAK FINANCIAL
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
SCHARL ADVISORY SERVICES, INC.
EDWARD JONES

Other Investors

MADISON JANECZKO
MEGHAN HANNA
SAMUEL EDWARD BROTHERTON
BENJAMIN D. LOWRY
NATHAN B. NEELY
CATHERINE PELICAN
KYLE S MAXWELL
FOSTER KYEI

Other Offices

STRATEGIC ADVISERS LLC · DURHAM, NC
BRYANT & BRANNOCK, LLC. · DURHAM, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC
J.P. MORGAN SECURITIES LLC · Durham, NC
CENTER PEAK FINANCIAL · DURHAM, NC
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Durham, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC
SCHARL ADVISORY SERVICES, INC. · DURHAM, NC

More in Durham, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor