Lindsey Knapp, financial advisor Newton Lower Falls MA
93 score

Lindsey Knapp

CRD Number: 6086099
Current Firm: Commonwealth Financial Network

Lindsey Knapp (CRD# 6086099) is an Investment Advisor Representative working at Commonwealth Financial Network in Newton Lower Falls, MA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Dec 2017 - Current < 1
Lightship Wealth Strategies Newtown Lower Falls, MA Dec 2017 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln, RI Aug 2016 - Current 1
Bank Of America, N.a. Lincoln, RI Sep 2016 - Nov 2017 1
Mdt Advisers, A Division Of Federated Mdta LLC Boston, MA Aug 2012 - Aug 2016 4
Federated Investment Counseling Pittsburgh, PA Aug 2012 - Aug 2016 4
Federated Global Investment Management Corp New York, NY Aug 2012 - Aug 2016 4
Federated Securities Corp Pittsburgh, PA Jun 2012 - Aug 2016 4
Federated Investors Inc. Pittsburgh, PA Jun 2012 - Aug 2016 4
Isabela On Grandview Pittsburgh, PA Oct 2009 - Jun 2012 2
Point Park College Pittsburgh, PA Aug 2009 - May 2012 2
Antiquitea Pittsburgh, PA May 2007 - May 2012 5
Target Pittsburgh, PA Aug 2008 - Dec 2009 1
University Of Louisiana Lafayette, LA Jan 2009 - May 2009 < 1
La Roche College Pittsburgh, PA Aug 2008 - Dec 2008 < 1
Vincentian Academy High School -duquesne University Pittsburgh, PA Aug 2006 - Jun 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Lindsey Knapp
Phone Number: 781-736-0700
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    61,475
    MILLIONS
  • Total Number of Accounts
    261,237
    ACCOUNTS
  • Average Account Value
    $235,323
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
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, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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