Winnie Knapp is a CFP-designated registered investment advisor, based in Charlotte, NC, with 9 years of industry experience. Winnie is also registered as a broker, so some compensation may come from commissions on products sold.
Location
4539 Hedgemore Drive, Suite 103, Charlotte, NC, 28209
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Regulatory History (1)
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Employment Separation After Allegations
April 2018Employment History
Current Registrations
Cambridge Investment Research, INC.
April 2026 - Present · 6 mos
Cambridge Investment Research, INC.Broker
April 2026 - Present · 6 mos
Cambridge Investment Research Advisors, INC.
December 2025 - Present · 10 mos
Previous Registrations
Transcend Financial Advisors INC.
November 2018 - December 2024 · 6 yrs 1 mo
Cambridge Investment Research Advisors, INC.
May 2018 - May 2018 · 0 mos
Cambridge Investment Research, INC.Broker
May 2018 - May 2018 · 0 mos
Prudential Financial Planning Services
March 2017 - May 2018 · 1 yr 2 mos
Pruco Securities, LLC.Broker
November 2015 - May 2018 · 2 yrs 6 mos
State Registrations1 state
NC
Advisor
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.
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