The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: CA, IL, IN and SC.

 

Check the background of this investment professional on
FINRA’s Broker Check

 

Member FINRA/SIPC

Nancy Knight
LPL Registered Principal, LPL Financial Advisor

As seen in the Wall Street Journal and Diablo Magazine

Five Star Wealth Manager Awards 2014 – 2017*

NancySears147x196

(510)552-7604  Nancy.Knight@lpl.com

LPL Financial and its advisors rank first in customer loyalty

 – Cogent Reports study 2017***

 

The pursuit of financial freedom starts with individualized planning.  

Nancy Knight is a Registered Principal at LPL Financial with over 15 years of extensive experience in the field of financial management. As a Registered Principal, she can supervise other financial advisors. She considers tax strategies with each investment.

Nancy provides individualized planning sessions at recurring intervals which accommodates changing economic conditions and life events. Nancy’s clients can review their portfolios and reports through web access at all times or contact her directly for objective financial advice. The result is a well-thought out tax advantaged strategy to work towards a client’s long term goals.

As an LPL financial advisor, based in Silicon Valley in the City of Fremont, California, she gathers and analyzes clients’ information to create customized financial plans for their specific circumstances.

· Professionals:

o Provide access to stocks, mutual funds, ETFs, options, bonds, structured products and annuities.

o Develop and manage savings, withdrawal, 401k, IRA, IRA conversion and insurance strategies in a long term tax advantaged way.

o Identify & acquire appropriate life/long term care insurance.

o Plan for retirement – including income & estate tax considerations.

· Business owners & entrepreneurs:

o Determine and manage an appropriate business retirement plan including SEP IRA, Simple IRA, Owner K , 401k, Profit Sharing or Defined Benefit Plans.

o Develop and manage savings, withdrawal, 401k, IRA, IRA conversion and insurance strategies in a long term tax advantaged way.

o Create risk management & business continuity financial strategy.

o Identify appropriate business, life and long term care insurance.

o Invest outside of main business.


Why Nancy Knight?

Over 15 years of experience in financial management, including over 5 years as a Fremont, CA based Financial Advisor and Registered Principal for LPL Financial.

Recognized as a Five Star Wealth Manager awarded by fivestarprofessional.com*, Nancy graduated summa cum laude, at Northern Illinois University with a B.S. in Accounting. Nancy also holds a Certificate in Management from Smith College and maintains Series 7, 24 and 66 security registrations through LPL Financial.  She is a member of the Estate Planning Council of Southern Alameda County and is a frequent financial education lecturer at SiliconValley businesses, organizations and schools.

Nancy maintains 70 hours of continuing professional education each year. In addition to financial planning, she keeps herself abreast of the latest regulations and best practices in the following areas to provide tax advantaged financial strategies to her clients.


The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: CA, IL, IN and SC.

 

Check the background of this investment professional on
FINRA’s Broker Check

 

Member FINRA/SIPC


Additional continuing education focus:

o        Advanced Tax Planning

o        Advanced Personal Financial Planning

o        Estate & Trust Planning

o        Insurance

o        Long Term Care Strategies

o        College Funding


About LPL Financial

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA.  The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.  LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.  Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. 

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation**.

For more information about LPL Financial, visit www.lpl.com.


Action: Start planning for financial freedom, contact Nancy Knight, a Fremont based LPL Financial Advisor, for an initial complimentary consultation.

Contact Fremont Financial Advisor via phone, email or contact form below.

Nancy Knight
43358 Banda Terrace
P.O. Box 3231
Fremont, CA 94539
Phone: (510)552-7604

CA Insurance Lic. # 0F47915

Nancy.Knight@lpl.com

+ indicates required field

NOTICE regarding entry of orders:
DO NOT place orders to buy or sell securities via e-mail or voice mail.
This and all other time sensitive requests should be placed directly with your LPL Representative at (510)552-7604.

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers did not pay to be considered or placed on the final lists of 2014 – 2017 Five Star Wealth Managers.

* *As reported in Financial Planning magazine June 1996-2017, based on total revenues.

*** The Net Promoter(R) Score, a management tool created by Fred Reichheld of Bain & Company, is utilized to derive customer loyalty scores.  Net Promoter(R) is a registered trademark of Satmetrix, Bain & Company and Fred Reichheld. NPSSM is a service mark of Bain & Company, Reichheld, Fred. The Ultimate Question, Driving Good Profits and True Growth. Boston, MA: Harvard Business School Press, 2006.

Member FINRA/SIPC 

The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: California, Illinois, Indiana and South Carolina.

  LPL Financial Advisor in Fremont, California

Call Fremont Financial Advisor for an initial complimentary consultation today! (510)552-7604