Bill Knoke
Financial Advisor @LPL Financial
Signup · Get unlimited contacts
WORK HISTORY
Financial Advisor @LPL Financial
San Juan Capistrano, CA, US
EDUCATION
Pacific Western University
M.B.A., Business Administration
Pasadena City College
Associate of Arts - AA, Business Administration and Management, General
College for Financial Planning
CFP Professional Education Program, Financial Planning and Services
ABOUT BILL KNOKE
Bill has been preparing taxes in Orange County, CA since 1989. He is an Enrolled Agent and is licensed in every state. Mr. Knoke\'s annual production exceeds returns per year, including over 250 corporations and partnerships. He is also a featured speaker at Real Estate seminars.Bill and his team believe in the value of relationships. They view every client relationship like a partnership, and truly believe that their success is a result of their clients success. The Knoke Group is committed to providing close, personal attention to its clients. They take pride in giving their clients the assurance that the personal assistance they receive comes from years of advanced training, technical experience and financial acumen. Their continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of The Knoke Group\'s commitment to excellence.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.