Nancy Knous is a CFP-designated registered investment advisor at LPL Financial LLC, based in Memphis, TN, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
5855 & 5851 Ridge Bend Rd, Memphis, TN, 38120
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Regulatory History (1)
Customer Dispute
January 2009Other Business Activities
Nancy operates under the DBA Benchmark Wealth Management since 2008. She also engages in real estate rental through Shepard Holdings and is a certified dream manager as a business owner for Developing Dreams, dedicating a few hours per week to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ascend Financial Services, INC.Broker
Swan Securities INC.Broker
Hibbard Brown & CO., INC.Broker
Fsc Securities CorporationBroker
State Registrations39 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.