Laura KnolleCRD Number: 4541080
Current Firm: Ep Wealth Advisors
Laura Knolle (CRD# 4541080) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 14 years of experience in the finance industry. Laura Knolle 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.
Jst Investment Consulting
Fried Asset Management, Inc.
|Ep Wealth Advisors, Inc.||Torrance, CA||Jan 2016 - Current||1|
|Ballou Plum Wealth Advisors LLC||Lafayette, CA||Aug 2012 - Jan 2016||3|
|Lpl Financial LLC||Lafayette, CA||Jul 2012 - Jan 2016||3|
|Ballou Plum Wealth Advisors LLC||Lafayette, CA||Jun 2012 - Jan 2016||3|
|Summit Wealth & Retirement Partners, Inc.||Walnut Creek, CA||Mar 2012 - Jun 2012||< 1|
|Vsr Advisory Services||Overland Park, KS||Nov 2009 - Jun 2012||2|
|Rg Financial Partners, Inc.||Walnut Creek, CA||Mar 2009 - Feb 2012||2|
|Fsc Securities Corporation||Walnut Creek, CA||Aug 2009 - Nov 2009||< 1|
|Fsc Securities Corporation||Walnut Creek, CA||Jun 2009 - Nov 2009||< 1|
|Unemployed||Concord, CA||Jan 2009 - Mar 2009||< 1|
|Signature Fd||Atlanta, GA||Jan 2007 - Jan 2009||2|
|La Fitness||Atlanta, GA||May 2003 - Jan 2009||5|
|Unemployed||Atlanta, GA||Aug 2006 - Jan 2007||< 1|
|Morgan Stanley Dw Inc.||Atlanta, GA||Apr 2005 - Sep 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2002|
|S65||NASAA Investment Advisors Law Examination||Apr 2005|
|S66||NASAA Uniform Combined State Law Examination||Jul 2009|
Total Assets Under Management2,180MILLIONS
Total Number of Accounts5,598ACCOUNTS
Average Account Value$389,425
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, HI, ID, IL, LA, MI, NM, NV, NY, OK, OR, PA, TX, UT, VA, WA
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