Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andy? Claim Your ProfileAndy Knowles is a financial advisor affiliated with LPL Financial LLC. Andy has been in the industry since December 2013 and is registered with FINRA and the state of Tennessee. Andy is a Series 7 and Series 66 licensed professional with a SIE certification. In addition to working with LPL Financial LLC, Andy also works with First National Bank of McMinnville. Andy offers a variety of advisory services, including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for both businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TN
10/15/2014 - Present
LPL Financial LLC (MCMINNVILLE TN)
TN
12/09/2013 - 10/13/2014
EDWARD JONES (BAXTER TN)
BOTH
Issued 02/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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