Kevin Knull, financial advisor Powhatan VA
96 score

Kevin Knull

CRD Number: 4475114
Current Firm: Moneyguide Advisory, Inc.

Kevin Knull (CRD# 4475114) is an Investment Advisor Representative working at Moneyguide Advisory, Inc. in Powhatan, VA and has over 15 years of experience in the finance industry. Kevin Knull 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.

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Professional Designations
Company Name Location Dates Years
Moneyguide Advisory, LLC Powhatan, VA Oct 2013 - Current 3
Unemployed Irvington, VA Apr 2013 - Current 3
Symetra Life Bellevue, WA Aug 2011 - Apr 2013 1
Symetra Investment Services, Inc. Bellevue, WA Jan 2012 - Dec 2012 < 1
Investforless LLC White Stone, VA Feb 2010 - Jul 2011 1
Planco Financial Services, Inc. Wayne, PA Nov 2001 - Jan 2010 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
Contact Info for Kevin D. Knull
Phone Number: 804-744-5900
Registered State(s):
  • LA
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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, 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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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