Bruce Knott, financial advisor Chapel Hill NC
98 score

Bruce Knott

CRD Number: 1015312
Current Firm: Wells Fargo Clearing Services, LLC

Bruce Knott (CRD# 1015312) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Chapel Hill, NC and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Chapel Hill, NC Apr 2011 - Current 7
Morgan Stanley Smith Barney Durham, NC Jun 2009 - Apr 2011 1
Citigroup Global Markets Inc. Durham, NC Jan 2002 - Jun 2009 7
The Robinson-humphrey Company, LLC Durham, NC Feb 1990 - Oct 2007 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1981
S65 NASAA Investment Advisors Law Examination Sep 1991
Contact Info for Bruce W. Knott
By the Numbers
  • Total Assets Under Management
    409,716
    MILLIONS
  • Total Number of Accounts
    1,359,521
    ACCOUNTS
  • Average Account Value
    $301,368
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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