Rachel Dianne Knight

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1999 → 07/2021
  Waddell & Reed, Inc.
  Bellevue, WA
• 07/2012 → 10/2018
  Residence Xii
  Kirkland, WA
• 10/2015 → 10/2018
  Onebothel
  Kirkland, WA
• 01/2017 → 07/2021
  Evergreenhealth Foundation
  Kirkland, WA
• 03/2000 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Redmond, WA
• 10/2020 → 07/2021
  Residence Xii Foundation
  Woodinville, WA
• 07/2021 → Present
  Lpl Financial Llc
  Bellevue, WA

Previous Registrations

• 2000-02-10 → 2021-07-21
  Waddell & Reed
  Bellevue, WA
  Seattle, WA
  Bellevue, WA
  Seattle, WA
  Bellevue, WA

Other Businesses

1) 01/30/2023 - Sundance Glen HOA - Non-Inv Related - Redmond, WA - Non-Profit Board Member - Secretary - Started: 2/24/2022 - 3 Hrs/Mo; 0 Hr During Trading.

Exams

• S66 Uniform Combined State Law Examination
  1999-12-16

Other Names

• Rachel Knight