Colleen Knight (CRD# 6375066) is an Investment Advisor Representative working at Lpl Financial LLC in Morgantown, WV and has over 7 years of experience in the finance industry.
CRD# 2168331
Cetera Investment Advisers LLC
CRD# 1431999
Huntington Financial Advisors
CRD# 4118348
Allegheny Investments, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clear Mountain Bank | Morgantown, WV | Nov 2017 - Current | 6 |
| Lpl Financial LLC | Morgantown, WV | Nov 2017 - Current | 6 |
| Tiaa-cref Individual & Institutional Services, LLC | Morgantown, WV | Sep 2016 - Nov 2017 | 1 |
| Tiaa | Morgantown, WV | Jul 2014 - Nov 2017 | 3 |
| Bb&t | Morgantown, WV | Jan 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- WV
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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