Connie Winokur

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1998 → Present
  Winokur & Winokur Llc
  Woodland Hills, CA
• 10/2013 → Present
  Lpl Financial
  Woodland Hills, CA

Previous Registrations

• 2009-01-02 → 2013-11-01
  Raymond James Financial Services Advisors, Inc
  Sherman Oaks, CA
  Woodland Hills, CA
• 1998-07-28 → 2009-01-02
  Raymond James Financial Services, Inc.
  Woodland Hills, CA

Other Businesses

1. 10/31/2013 - WINOKUR & WINOKUR LLC/ DBA ONLY/ 100%/ WOODLAND HILLS, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-14
• S63 Uniform Securities Agent State Law Examination
  1991-06-11

Other Names

• Connie Chana