Lpl Financial LLC
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About this Advisor
Jon Mcknight is a financial advisor based in Dyersburg, Tennessee who has 1 year of relevant experience. Mcknight is currently employed by Lpl Financial LLC. During their career, Mcknight has held roles at Lpl Financial, LLC and Triad Advisors, Inc. Mcknight holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Alabama, Arkansas, Kentucky and Tennessee. Lpl Financial LLC is an advisory business operating out of Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 people on staff. It controls $368 billion in assets among its 1,688,501 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Lpl Financial LLC has a number of services, including 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 usually vary depending on which services the firm provides the client. However, fees charged by Lpl Financial LLC may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Lpl Financial LLC Brokerage Details
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
Jon Mcknight Work History
Jon has been registered as a financial advisor for 1 years.*
Lpl Financial, LLC
Triad Advisors, 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.
Please visit the SEC profile of Jon Mcknight 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
Fort Mill, SC
Newport Beach, CA
Walnut Creek, CA
Sea Girt, NJ
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 firstname.lastname@example.org.
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