WK
WK

Woodrow Knight

28 Years of Experience
San Antonio, TX
1 DisclosureBrokerSells Insurance

Woodrow Knight is a registered investment advisor at LPL Financial LLC, based in San Antonio, TX, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

17806 Ih 10 W Ste 300, San Antonio, TX, 78257

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History

Regulatory History (1)
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Criminal
March 1987
Final Disposition
Other Business ActivitiesSells Insurance

Woodrow is an insurance agent selling fixed life insurance since 2010, dedicating minimal time to this activity. He also operates Selvey Knight Wealth Management as a DBA for his LPL business, spending about a quarter of his time on it.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 8 mos
LPL Financial LLC
November 2017 - Present · 8 yrs 8 mos
LPL Financial LLC
November 2017 - Present · 8 yrs 8 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
March 2012 - November 2017 · 5 yrs 8 mos
National Planning CorporationBroker
January 2012 - November 2017 · 5 yrs 10 mos
Questar Capital CorporationBroker
December 2010 - August 2011 · 8 mos
Next Financial Group, INC.
November 2005 - July 2010 · 4 yrs 8 mos
Next Financial Group, INC.Broker
October 2005 - July 2010 · 4 yrs 9 mos
Next Financial Group, INC.
October 2005 - November 2005 · 1 mo
Multi-Financial Securities Corporation
June 2001 - November 2005 · 4 yrs 5 mos
Multi-Financial Securities CorporationBroker
June 2001 - November 2005 · 4 yrs 5 mos
Princor Financial Services CorporationBroker
August 1996 - June 2001 · 4 yrs 10 mos
State Registrations2 states
TXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.