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Lavelle Knight

Charles Schwab & CO., Inc.

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About Lavelle Knight

Lavelle Knight is a financial advisor with Charles Schwab & CO., Inc. Lavelle has been in the industry since September 2017 and has been with Charles Schwab & CO., Inc. since May 2024. Lavelle has experience with Woodbury Financial Services, Inc. and LifeMark Securities Corp. Lavelle is registered in 52 states and holds Series 66, SIE and Series 7 licenses. Lavelle has a specialty in financial planning and is qualified to provide financial planning for both individuals and families.

Firm Information

Lavelle Knight is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Lavelle Knight’s Registration & Firm History

CO

08/05/2024 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

CO

09/24/2020 - 05/21/2024

LIFEMARK SECURITIES CORP. (Centennial CO)

CO

07/18/2017 - 09/25/2020

WOODBURY FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

BOTH

Issued 08/17/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 2 public disclosures for Lavelle Knight. Review regulatory record here.
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