Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Rae Knolle is a financial advisor with EP Wealth Advisors. Laura has been in the industry for 13 years and holds the Series 63, 65, 66 and Series 7, 31 licenses. Laura is a Certified Financial Planner™. She works with individuals, families, and businesses providing a range of services including financial planning, retirement planning, and portfolio management. Laura has experience working with clients at LPL Financial LLC, VSR Financial Services, Inc., FSC Securities Corporation, Morgan Stanley DW Inc., and Wells Investment Securities, Inc.
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.
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.
Retirement plan advisory services & tax preparation 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.
A percentage of the total value of assets under management is charged.
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CA
01/20/2016 - Present
EP Wealth Advisors (TORRANCE CA)
CA
07/19/2012 - 01/27/2016
LPL FINANCIAL LLC (LAFAYETTE CA)
CA
11/16/2009 - 06/27/2012
VSR FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
CA
06/19/2009 - 11/18/2009
FSC SECURITIES CORPORATION (WALNUT CREEK CA)
GA
04/11/2005 - 09/01/2006
MORGAN STANLEY DW INC. (ATLANTA GA)
GA
07/30/2002 - 02/28/2005
WELLS INVESTMENT SECURITIES,INC. (NORCROSS GA)
BOTH
Issued 07/17/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/20/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/14/2005
Series 31 - Futures Managed Funds Examination
Active
Inactive
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