Jill Knoll
Jill Knoll is a registered investment advisor at LPL Financial LLC, based in Stockton, CA, with 25 years of industry experience. Jill is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
338 E Lindsay St, Stockton, CA, 95202
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2009Other Business ActivitiesSells Insurance
Jill works full-time at Bank of Stockton and Bank of Stockton Investment and Insurance Services. She also owns Knoll's Basic Horsemanship, where she teaches horsemanship and gives riding lessons, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Bbva Wealth Solutions INC.
Bbva Compass Investment Solutions, INCBroker
Guaranty Brokerage Services, INC.Broker
Capital Brokerage CorporationBroker
State Registrations3 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.
Exams
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