Lindsey KnappCRD 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.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|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|
Total Assets Under Management61,475MILLIONS
Total Number of Accounts261,237ACCOUNTS
Average Account Value$235,323
- 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
- Pension consulting services
- 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, VI, VT, WA, WI, WV, WY
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