LK
LK

Linda Knighton

29 Years of Experience
Roanoke, VA
BrokerSells Insurance

Linda Knighton is a registered investment advisor at LPL Financial LLC, based in Roanoke, VA, with 29 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

Roanoke, VA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Linda sells non-variable insurance products since 1998. This activity is investment-related.

Employment History
Current Registrations
LPL Financial LLC
September 2021 - Present · 4 yrs 8 mos
LPL Financial LLCBroker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Avantax Investment Services, INC.Broker
December 2017 - October 2021 · 3 yrs 10 mos
Avantax Advisory Services
December 2017 - October 2021 · 3 yrs 10 mos
Invest Financial CorporationBroker
December 2006 - December 2017 · 11 yrs
Invest Financial Corporation
December 2006 - December 2017 · 11 yrs
Geneos Wealth Management, INC.
March 2004 - December 2006 · 2 yrs 9 mos
Geneos Wealth Management, INC.Broker
March 2004 - December 2006 · 2 yrs 9 mos
United Securities Alliance, INC.
June 2003 - March 2004 · 9 mos
United Securities Alliance, INC.Broker
June 2003 - March 2004 · 9 mos
Cambridge Investment Reserarch, INC.
January 2003 - June 2003 · 5 mos
Cambridge Investment Research, INC.Broker
January 2003 - June 2003 · 5 mos
Multi-Financial Securities Corporation
June 2001 - December 2002 · 1 yr 6 mos
Multi-Financial Securities CorporationBroker
February 2001 - December 2002 · 1 yr 10 mos
Financial Network Investment CorporationBroker
September 1997 - February 2001 · 3 yrs 5 mos
Ids Life Insurance CompanyBroker
January 1997 - October 1997 · 9 mos
American Express Financial Advisors INC.Broker
January 1997 - October 1997 · 9 mos
State Registrations1 state
VA
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.