Michael KnipeCRD Number: 5985807
Current Firm: Prudential Financial Planning Services
Michael Knipe (CRD# 5985807) is an Investment Advisor Representative working at Prudential Financial Planning Services in Warrington, PA and has over 11 years of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|Pruco Securities, LLC||Chalfont, PA||Mar 2020 - Current||3|
|Prudential Insurance Company Of America||Chalfont, PA||Mar 2020 - Current||3|
|Unemployed||Sellersville, PA||Feb 2020 - Mar 2020||< 1|
|Pruco Securities LLC||Chalfont, PA||Oct 2011 - Feb 2020||8|
|Prudential Insurance Company Of America||Chalfont, PA||Oct 2011 - Feb 2020||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2012|
|S65||NASAA Investment Advisors Law Examination||Apr 2015|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management14,029MILLIONS
Total Number of Accounts106,737ACCOUNTS
Average Account Value$131,438
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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