Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Curtis Knapp, Jr. is a financial advisor with over 20 years of experience in the financial services industry. James is a Registered Representative and Investment Advisor Representative at LPL Financial LLC. James has worked in the financial services industry since 2002 and has held previous positions with Morgan Keegan & Company, Inc., H&R Block Financial Advisors, Inc., and Morgan Stanley DW Inc. James is a highly qualified financial advisor with a strong track record of success. James specializes in providing financial advice to individuals and families, including retirement planning, investment management, and estate planning. James has also taught investment-related courses at Johnson County Community College. James is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
1
2
KS
09/22/2017 - Present
LPL Financial LLC (PRAIRIE VILLAGE KS)
MO
10/28/2005 - 08/11/2009
MORGAN KEEGAN & COMPANY, INC. (ST. LOUIS MO)
MI
11/20/2003 - 10/25/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
08/12/2002 - 07/10/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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