AdvisorOS Directory
Claim Profile
Unclaimed Profile
DC

David Winston Crist

WIN TEAM INSURANCE SERVICES, INC.·IRVINE, California
Clean recordWIN TEAM INSURANCE SERVICES, INC.
560 WALD, IRVINE, CA 92618CRD# 1902177Firm CRD# 136680

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Winston Crist · IRVINE, CA
Registration
CRD #1902177 · WIN TEAM INSURANCE SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Winston Crist is a registered financial advisor based in IRVINE, California, affiliated with WIN TEAM INSURANCE SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
WIN TEAM INSURANCE SERVICES, INC.
WIN TEAM ADVISORY SERVICES
AUM
$143M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WIN TEAM INSURANCE SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1902177
Firm CRD# 136680
View on FINRA BrokerCheck →

Looking for a financial advisor in IRVINE?

Browse all registered financial advisors in IRVINE, California or claim this profile if it's yours.

Browse IRVINE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does David Winston Crist offer?
David Winston Crist specializes in Financial Planning, Investment Management. Contact their office in IRVINE, California for a consultation.
What are David Winston Crist's credentials?
David Winston Crist is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Winston Crist located?
David Winston Crist is based in IRVINE, California, working with WIN TEAM INSURANCE SERVICES, INC.. Their office serves clients in the IRVINE metropolitan area and surrounding communities.
How does David Winston Crist charge for services?
David Winston Crist's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WIN TEAM INSURANCE SERVICES, INC.?
WIN TEAM INSURANCE SERVICES, INC. has approximately 3 employees and manages $143M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WIN TEAM INSURANCE SERVICES, INC.

Edward Anthony Reguero
IRVINE, CA

More Advisors in IRVINE, California

Susi Michele Silverman
CAPITAL BANK AND TRUST COMPANY·IRVINE, CA
Douglas Alan Igel
PRECEPT ADVISORY GROUP LLC·IRVINE, CA
Minoru Shut Chen
TMC CAPITAL ADVISORS, LLC·IRVINE, CA
Stephen Drakeford Ayres
SABAL INVESTMENT ADVISORS, LLC·IRVINE, CA
Gary Leroy Kaltenbach
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC·IRVINE, CA
Dennis Allen Reiland
PRIVATE MANAGEMENT GROUP INC·IRVINE, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)SAN MATEO (339)LA JOLLA (257)PASADENA (247)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile