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FK

Franklin P. Knipe

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CRD#: 272462
FK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Franklin Patterson Knipe was a registered financial professional .

Franklin is a previously registered financial professional and started their career in finance in 1969. Franklin had worked at 9 firms and has passed the Series 1 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 25, 1990 - February 9, 1995

NORTH AMERICAN MANAGEMENT, INC.

BD
CRD#: 624
Past

May 16, 1983 - December 31, 1988

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
Past

May 29, 1980 - December 28, 1982

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
Past

June 7, 1976 - August 27, 1981

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
Past

August 8, 1974 - June 27, 1975

INVESTMENT AND SECURITIES, INC.

BD
CRD#: 2320
Past

July 19, 1974 - September 14, 1974

INDEPENDENT FINANCIAL PLANNERS CORPORATION

BD
CRD#: 653
Past

November 13, 1972 - August 31, 1974

AMERICAN PENSION INVESTMENTS, INC.

BD
CRD#: 1072
Past

September 29, 1971 - December 13, 1972

NORTH AMERICAN MANAGEMENT, INC.

BD
CRD#: 624
Past

August 11, 1971 - September 27, 1971

INDEPENDENT FINANCIAL PLANNERS CORPORATION

BD
CRD#: 653
Past

October 29, 1969 - November 15, 1971

CNA INVESTOR SERVICES, INC.

BD
CRD#: 163
Past

February 10, 1969 - May 16, 1973

INDUSTRY SAVINGS PLANS, INC.

BD
CRD#: 425

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 1
Date: 6/26/1968
Registered Representative Examination

Current Firm


NA
NORTH AMERICAN MANAGEMENT, INC.
NORTH AMERICAN MANAGEMENT, INC.

CRD#: 624 / SEC#: , 8-10362

BD
Terminated by SEC on 09/07/1996
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Contact information


Main Address
Mailing Address
Phone number
Established
Nebraska since 11/17/1961
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NORTH AMERICAN MANAGEMENT, INC.

CRD#: 624

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