William
Knoke

Lpl Financial LLC

CRD#1963289
Investment Advisor
in San Juan Capistrano, CA

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About this Advisor

William Knoke is a certified financial planner working out of San Juan Capistrano, California who has 2 years of relevant experience. Knoke currently works for Lpl Financial LLC. Over the course of their career, Knoke has held roles at Waddell & Reed, Inc, Various Insurance Carriers, Rental Property, William L. Knoke, Inc and Lpl Financial LLC. Knoke has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Colorado, District Of Columbia, Florida, Idaho, Illinois, Indiana, Kansas, Michigan, Montana, Nevada, New Jersey, Pennsylvania, South Carolina, South Dakota, Texas, Washington and Wisconsin. Lpl Financial LLC is a financial advisory company operating out of Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 people on staff. It manages $368 billion in assets across its 1,688,501 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are associated with high-net-worth investors who have at least $1 million in investable assets. Lpl Financial LLC has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically vary depending on which service is provided. However, fees billed by Lpl Financial LLC most likely consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

31461 Rancho Viejo Rd Ste 102
San Juan Capistrano, CA 92675

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

CA Average: $646,059,043
Total Number of Employees

31,366

CA Average: 13
Total Number of Accounts

1,688,501

CA Average: 661
Average Account Size

$217,956

CA Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

William Knoke Work History

William has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial LLC

2016 - 2021 (5 years)

Rental Property

1989 - 2021 (32 years)

Waddell & Reed, Inc

1989 - 2021 (32 years)

Various Insurance Carriers

1989 - 2021 (32 years)

William L. Knoke, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Knoke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Joseph Praino
Purchase, NY
Daniel Gielow
Festus, MO
Bridget Platania
Arlington Heights, IL
Eric Shore
Danville, IL
Aaron Belgard
Guntersville, AL
Jon Mcknight
Dyersburg, TN
Karen Soule
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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