Robert KnodeCRD Number: 5006234
Current Firm: Quadcap Wealth Management, LLC
Robert Knode (CRD# 5006234) is an Investment Advisor Representative working at Quadcap Wealth Management, LLC in Frisco, TX and has over 14 years of experience in the finance industry. Robert Knode 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.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Quadcap Wealth Management, LLC||Frisco, TX||Feb 2019 - Current||3|
|Exencial Wealth Advisors||Frisco, TX||Apr 2015 - Feb 2019||3|
|Weaver Tidwell Capital, LLC||Dallas, TX||Jun 2012 - Apr 2015||2|
|Weaver Wealth Management||Dallas, TX||Jun 2012 - Apr 2015||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management686MILLIONS
Total Number of Accounts1,116ACCOUNTS
Average Account Value$614,386
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, CA, FL, IL, LA, MS, NC, NE, NH, PA, TX
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