Laura Knolle, financial advisor Torrance CA
96 score

Laura Knolle

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Laura R. Knolle
Phone Number: 310-543-4559
Firm Website: http://www.epwealth.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    2,180
    MILLIONS
  • Total Number of Accounts
    5,598
    ACCOUNTS
  • Average Account Value
    $389,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, GA, HI, ID, IL, LA, MI, NM, NV, NY, OK, OR, PA, TX, UT, VA, WA

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

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