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William George Knapp

Tcfg Investment Advisors, LLC

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About William George Knapp

William Knapp is a financial advisor with over 20 years of experience in the industry. William is currently registered with TCFG Investment Advisors, LLC and has been with the firm since 2017. William has a broad range of experience in the financial services industry, including investment advisory, insurance sales, and tax preparation services. William holds Series 7, 24, 63 and 66 licenses, and has a wide range of experience working with individual investors and retirement plans. William is also a registered investment advisor representative and has been active in the investment advisory field since 2017.

Firm Information

William Knapp is currently registered with Tcfg Investment Advisors, LLC. Tcfg Investment Advisors, LLC is a registered investment advisor located in Laguna Niguel, CA. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Tcfg Investment Advisors, LLC manages approximately $506,774,284 in assets. The firm has 24 employees, including 11 licensed agents and 22 registered representatives.
Tcfg Investment Advisors, LLC

28202 CABOT RD

LAGUNA NIGUEL, CA 92677

$506.77M

Assets Under Management

Not reported

Total Clients

26

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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William Knapp’s Registration & Firm History

CA

10/28/2021 - Present

Tcfg Investment Advisors, LLC (Calabasas CA)

CA

10/05/1999 - 11/10/2017

NATIONAL PLANNING CORPORATION (CALABASAS CA)

AZ

12/24/1998 - 10/07/1999

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 06/02/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/30/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/01/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William George Knapp. Review regulatory record here.
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