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Andy Knowles

12 Years of Experience
McMinnville, TN
Broker

Andy Knowles is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in McMinnville, TN, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

109 Lyon Street, McMinnville, TN, 37110

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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 Activities

Andy is involved with Knowles Private Wealth as a support company, serves as a Deacon at Indian Mound The Baptist Church of Christ, and is a board member for the Warren County Industrial Development Board. He is also a limited partner in KKG Holdings LLC.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
February 2025 - Present · 1 yr 3 mos
Raymond James Financial Services Advisors, INC
February 2025 - Present · 1 yr 3 mos
Previous Registrations
LPL Financial LLCBroker
October 2014 - March 2025 · 10 yrs 5 mos
LPL Financial LLC
October 2014 - March 2025 · 10 yrs 5 mos
Edward Jones
March 2014 - October 2014 · 7 mos
Edward JonesBroker
December 2013 - October 2014 · 10 mos
State Registrations16 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Andy Knowles - Financial Advisor | TrueAdvisor