James Knapp is a registered investment advisor at LPL Financial LLC, based in Prairie Village, KS, with 23 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
Prairie Village, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a teacher at Johnson County Community College and St. Louis Community College, and an author/financial columnist for several publications. He also owns Athena FC and operates Knapp Family Wealth as a DBA for his LPL business, dedicating nearly full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
H&r Block Financial Advisors, INC.Broker
H&r Block Financial Advisors, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations10 states
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