Jill Knoll
Jill Knoll is a registered investment advisor at LPL Financial LLC, based in Dixon, CA, with 25 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
2200 N 1st St, Dixon, CA, 95620
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.