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David Knoll

Lincoln International LLC

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About David Knoll

David Knoll is a registered investment banking representative who is currently employed at Lincoln International LLC. David is registered with FINRA and is licensed to sell securities in California, Georgia, Illinois, New York, and Texas. He passed the Securities Industry Essentials (SIE) exam in May 2024, followed by the Investment Banking Registered Representative Examination (Series 79TO) and the Uniform Securities Agent State Law Examination (Series 63) in July and August of 2024, respectively. David began working at Lincoln International in July 2024.

Firm Information

David Knoll is currently registered with Lincoln International LLC. Lincoln International LLC is a Limited Liability Company that was formed on March 28, 1996. It is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has also received approval for its registration with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

144

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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David Knoll’s Registration & Firm History

NY

07/30/2024 - Present

Lincoln International LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/20/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/30/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/03/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Knoll.
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