Justin KnickerbockerCRD Number: 5920930
Current Firm: Ameriprise Financial Services, Inc.
Justin Knickerbocker (CRD# 5920930) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in North Haven, CT and has over 4 years of experience in the finance industry.
Sagepoint Financial, Inc.
Halsey Associates Inc.
Kanner Financial Services LLC
|Ameriprise Financial Services Inc.||North Haven, CT||May 2014 - Current||2|
|Lpl Financial LLC||Charlotte, NC||Dec 2012 - Apr 2014||1|
|First Niagara Bank||Shelton, CT||Nov 2012 - Apr 2014||1|
|Nylife Securities LLC||Stratford, CT||Feb 2012 - Nov 2012||< 1|
|New York Life Insurance Company||Stratford, CT||Apr 2011 - Nov 2012||1|
|Masonicare||Wallingford, CT||Nov 2000 - Apr 2011||10|
|Scsu||New Haven, CT||Aug 2007 - May 2009||1|
|Scsu||New Haven, CT||Aug 2003 - May 2007||3|
|Oakdale Woods Pool||Wallinford, CT||Jun 2002 - Sep 2006||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
|S63||Uniform Securities State Law Examination||Aug 2012|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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