Andy Knowles, financial advisor McMinnville TN
89 score

Andy Knowles

CRD Number: 6243710
Current Firm: Lpl Financial LLC

Andy Knowles (CRD# 6243710) is an Investment Advisor Representative working at Lpl Financial LLC in McMinnville, TN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
First National Bank Of Mcminnville Mcminnville, TN Oct 2014 - Current 2
Lpl Financial LLC Mcminnville, TN Oct 2014 - Current 2
Edward Jones St Louis, MO Sep 2013 - Oct 2014 1
Suntrust Bank Cookeville, TN Oct 2010 - Sep 2013 2
O'charleys Cookeville, TN Jun 2007 - Jul 2010 3
Krystals Inc. Cookeville, TN Jul 2006 - Jun 2007 < 1
Applebee's Restraurant Cookeville, TN Jun 2005 - Apr 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Andy L. Knowles
Phone Number: (931) 474-5790
Firm Website: http://www.lpl.com
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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
89
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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