Wyatt Knippen (CRD# 6876807) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has over 6 years of experience in the finance industry.
CRD# 2626420
Alpha Blue Capital
CRD# 6424586
Global Retirement Partners LLC
CRD# 4105009
Lowery Thomas, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Napa, CA | Apr 2018 - Current | 6 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Napa, CA | Oct 2017 - Current | 6 |
| Beach & O'neill Insurance Associates | Citrus Heights, CA | Apr 2016 - Oct 2017 | 1 |
| Vintage Wine Estates | Napa, CA | Jan 2016 - Apr 2016 | < 1 |
| Unemployed | Napa, CA | Sep 2015 - Dec 2015 | < 1 |
| Amanda Hawkins Recruiting | Napa, CA | Apr 2015 - Aug 2015 | < 1 |
| Heffernan Insurance Brokers | Walnut Creek, CA | Aug 2004 - Apr 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- CA
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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