William Knorr (CRD# 1028055) is an Investment Advisor Representative working at Castle Pines Investment Management LLC in Boulder, CO and has over 41 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Extended Travel | Boulder, CO | Jun 2014 - Current | 9 |
| Wells Fargo Securities, LLC | Denver, CO | Nov 2009 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1982 |
- CO
-
Total Assets Under Management68MILLIONS
-
Total Number of Accounts73ACCOUNTS
-
Average Account Value$933,685
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CO
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