Timothy KnappCRD Number: 1806377
Current Firm: Cetera Advisors LLC
Timothy Knapp (CRD# 1806377) is an Investment Advisor Representative working at Cetera Advisors LLC in Bellevue, WA and has over 30 years of experience in the finance industry. Timothy Knapp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brighton Jones LLC
|Cetera Advisors LLC||Denver, CO||Jan 2013 - Current||5|
|Asset Management Strategies||Bellevue, WA||Dec 1999 - Current||18|
|Multi-financial Securities Corporation||Denver, CO||Feb 2012 - Dec 2012||< 1|
|Pacific West Securities, Inc.||Renton, WA||Jun 2000 - Feb 2012||11|
|Pacific West Financial Consultants, Inc.||Renton, WA||Jun 2000 - Feb 2012||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1988|
Total Assets Under Management10,963MILLIONS
Total Number of Accounts51,290ACCOUNTS
Average Account Value$213,755
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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