Danielle Knudsen
Professional Summary
Danielle Knudsen, who also goes by Danielle Kauffman, is a registered financial advisor currently at GRIFFIN FINANCIAL GROUP, LLC located in Reading, Pennsylvania. Danielle is registered as a RR (Registered Representative) and started their career in finance in 2012. Danielle has worked at 2 firms and has passed the Series 63, SIE, Series 79 and Series 52 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Danielle Kauffman
Similar Advisors
LPL FINANCIAL LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
LPL FINANCIAL LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
LPL FINANCIAL LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
LPL FINANCIAL LLC
Years of Experience
14 years in the financial services industry
Current & Past Employments
Similar Advisors
LPL FINANCIAL LLC
Current Firm
GRIFFIN FINANCIAL | GRIFFIN FINANCIAL GROUP, LLC
Contact Information
Main Address
607 Washington Street, Reading, PA 19603Mailing Address
607 Washington Street, Reading, PA 19603Phone Number
(610) 478-2105Established
Pennsylvania since 08/16/2001Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Similar Advisors
LPL FINANCIAL LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
LPL FINANCIAL LLC
State Registrations and Notice Filings
(1/14/2021)
(1/21/2021)
(1/13/2021)
(1/12/2021)
(1/13/2021)
(1/14/2021)
(1/13/2021)
(1/21/2021)
(1/13/2021)
(1/13/2021)
(1/13/2021)
(1/19/2021)
(2/1/2021)
(1/14/2021)
(1/22/2021)
(1/22/2021)
(1/14/2021)
(1/19/2021)
(1/12/2021)
(1/12/2021)
(1/13/2021)
(1/14/2021)
(1/20/2021)
(1/15/2021)
(1/12/2021)
(1/12/2021)
(6/16/2021)
(2/2/2021)
(1/12/2021)
(1/25/2021)
(1/15/2021)
(1/14/2021)
(1/12/2021)
(1/19/2021)
(1/12/2021)
(1/13/2021)
(1/18/2021)
(1/13/2021)
(1/13/2021)
(1/22/2021)
(1/14/2021)
(1/13/2021)
(1/14/2021)
(1/14/2021)
(1/13/2021)
(1/14/2021)
(1/13/2021)
(1/28/2021)
(1/12/2021)
(1/13/2021)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Jul 2015About the Series 79 examSRO Registrations
Similar Advisors
LPL FINANCIAL LLC
CRS (Client Relationship Summary) - BD
Click below to view Danielle Knudsen's CRS (Customer Relationship Summary).
Similar Advisors
LPL FINANCIAL LLC
