Peter Knezevich, financial advisor Seattle WA
96 score

Peter Knezevich

CRD Number: 5352926
Current Firm: Capital One Advisors, LLC

Peter Knezevich (CRD# 5352926) is an Investment Advisor Representative working at Capital One Advisors, LLC in Seattle, WA and has over 9 years of experience in the finance industry. Peter Knezevich 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
Capital One Investing, LLC Seattle, WA Jun 2016 - Current < 1
Raymond James & Associates, Inc. St. Petersburg, FL Apr 2014 - Jun 2016 2
Raymond James Financial Services Advisors Inc. St. Petersburg, FL Jun 2012 - Jun 2016 4
Raymond James Financial Services St. Petersburg, FL Apr 2012 - Jun 2016 4
Usaa Financial Planning Services Tampa, FL Sep 2010 - Mar 2012 1
Unemployed Tampa, FL Jun 2010 - Aug 2010 < 1
Waddell & Reed Inc. Tampa, FL Jan 2009 - Jun 2010 1
W&r Insurance Agencies Tampa, FL Jan 2009 - Jun 2010 1
Unemployed Tampa, FL Oct 2008 - Jan 2009 < 1
Ameriprise Financial Services, Inc. Tampa, FL Aug 2007 - Oct 2008 1
Florida State University Tallahassee, FL Jun 2003 - May 2007 3
Student Tampa, FL Aug 1998 - May 2007 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Peter W. Knezevich
Phone Number: 206-805-0800
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $1,343
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, 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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