Lavelle Knight

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 06/2006 → 05/2018
  Community College Of Aurora
  Aurora, CO
• 06/2017 → 09/2020
  Woodbury Financial Services Inc
  Greenwood Village, CO
• 09/2020 → 05/2024
  Lifemark Securities Corp.
  Rochester, NY
• 11/2012 → 05/2024
  Aegis Financial Services
  Aurora, CO
• 05/2024 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO

Previous Registrations

• 2020-09-24 → 2024-05-21
  Lifemark Securities Corp.
  Centennial, CO
  Rochester, NY
• 2018-08-22 → 2020-09-25
  Woodbury Financial Services, Inc.
  Greenwood Village, CO

Other Businesses

1) First Church of Christ Scientist, Denver | Investment Related:No|1401 N Logan St|Denver|CO|80203|USA|Nonprofit Charitable Organizations|open/close the church building and reading room|11/1/2021|20-40|0|unlock doors before service/ lock doors after service plus turn off lights/reading room open/close to allow people to read the writing of Mary Baker Eddy and other periodicals.

Exams

• S66 Uniform Combined State Law Examination
  2018-08-17

Other Names

• Lavelle Kenneth Knight
• Lavelle Knight
• Kenneth Lavelle Knight