James KnauseCRD Number: 832273
Current Firm: Lpl Financial LLC
James Knause (CRD# 832273) is an Investment Advisor Representative working at Lpl Financial LLC in Carnegie, PA and has over 27 years of experience in the finance industry.
Cetera Advisor Networks LLC
Avantax Advisory Services
Robert W. Baird & Company Incorporated
|Lpl Financial, LLC||Carnegie, PA||Oct 2019 - Current||3|
|Arthur/kent Inc.||Carnegie, PA||Jun 1983 - Current||39|
|Cadaret, Grant & Company, Inc.||Carnegie, PA||Oct 1988 - Oct 2019||31|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1994|
|S65||NASAA Investment Advisors Law Examination||Aug 2019|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- 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, WY
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