Kevin D. Knull
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.
Kevin Daniel Knull, CFP® was a registered financial professional .
Kevin is a previously registered financial professional and started their career in finance in 2001. Kevin had worked at 6 firms and has passed the Series 63, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2008
Experience
June 15, 2022 - April 13, 2023
CAMPBELL WEALTH MANAGEMENT, INC.
October 9, 2013 - March 28, 2017
MONEYGUIDE ADVISORY, INC.
February 24, 2012 - April 1, 2013
SYMETRA SECURITIES, INC.
February 23, 2012 - December 3, 2012
SIGNATOR FINANCIAL SERVICES, INC.
January 5, 2012 - December 3, 2012
SIGNATOR FINANCIAL SERVICES, INC.
February 5, 2010 - July 18, 2011
INVESTFORLESS
November 23, 2001 - February 5, 2010
GLOBAL ATLANTIC DISTRIBUTORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CAMPBELL WEALTH MANAGEMENT, INC.
CRD#: 152956 / SEC#: 801-71121
Contact information
Regulatory assets under management
| Total Number of Accounts | 1,921 |
| AUM (Assets Under Management) | $ 1,004,912,030 |
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.
