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Andy Levoy Knowles

Advisor at Raymond James Financial — Mc Minnville, TN

Updated today

Credentials

Series 66

Experience

12 years

Location

McMinnville, TN 37110

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,497

Across 2,993 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Andy Knowles is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 12 years of industry experience. He previously worked at LPL Financial and First National Bank of McMinnville for 11 years. He is also the CEO of Knowles Private Wealth, a support company affiliated with his advisory work. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique advisory affiliation.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Mc Minnville, TN

109 Lyon Street

Mc Minnville TN 37110

Advisors at this office

1

Most active in

Tennessee · Texas

Work history

12 years of industry experience

Raymond James Financial Services Advisors, Inc.

2025 - Present • 1 year

McMinnville, TN

Raymond James Financial Services, Inc.

2025 - Present • 1 year

McMinnville, TN

LPL Financial

2014 - 2025 • 11 years

McMinnville, TN

First National Bank of McMinnville

2014 - 2025 • 11 years

McMinnville, TN

Edward Jones

2014 - 2014 • 1 year

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Kelvin D

Series 63, Series 65

McMinnville, TN

DMK Advisor Group, Inc.

Kelvin Douglas is a financial advisor at DMK Advisor Group, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Royal Alliance and Douglas & Lanier Agency, where he serves as Vice President. In addition to his advisory role, Douglas manages operations at Douglas & Lanier Agency, a property, casualty, life, and health insurance provider. DMK Advisor Group offers portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm employs a blend of technical and fundamental analysis in managing discretionary and non-discretionary accounts, and uniquely combines registered broker-dealer activities with investment advisory services and insurance product offerings.

Wealth management Active portfolio management
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Celia C

Series 63, Series 66

McMinnville, TN

Private Advisor Group, LLC

Celia Cayce is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. She previously worked at Edward Jones, Bank of Hawaii, and Wells Fargo Home Mortgage before joining Private Advisor Group and LPL Financial in 2020. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that combines technology platforms with multiple investment strategies and offers managed account solutions through both proprietary and third-party providers.

Annuities Founder/Business Owner
user avatar

Stephen K

Series 66

McMinnville, TN

OSAIC Institutions, INC.

Stephen Keck is a financial advisor at OSAIC Institutions, Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked at Infinex Investments, Inc. and Security Federal Savings Bank, where he serves as Senior Vice President of Wealth Management. Keck is also a board member and treasurer of Rotary International. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, third-party asset manager referrals, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar

Wendy K

Series 66

McMinnville, TN

OSAIC Institutions, INC.

Wendy Kell is a financial advisor at OSAIC Institutions, INC. with seven years of industry experience. She holds a Series 66 designation and has worked with Infinex Investments, Inc. since 2015. In addition to her advisory role, Kell serves as a board member and backup bookkeeper for Covenant Academy, a private children’s school, and volunteers as a merit badge counselor for the Boy Scouts of America. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of advisors. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser and broker-dealer structure that supports both discretionary and non-discretionary accounts.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar

Daniel S

Series 66

McMinnville, TN

Private Advisor Group, LLC

Daniel Sellers is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 12 years of industry experience. His career includes prior roles at Edward Jones and Waddell & Reed before joining Private Advisor Group and LPL Financial in 2020. Sellers is involved in an insurance agency business alongside his advisory work. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while providing access to proprietary and third-party managed account solutions.

Annuities Founder/Business Owner
user avatar

Vanessa C

Series 63, Series 65

McMinnville, TN

Edward Jones

Vanessa Cordell is a financial advisor at Edward Jones in McMinnville, Tennessee, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Edward Jones since 2014. Cordell serves on the advisory board for the Tennessee College of Applied Technology, where she advises on strategies to attract and retain students. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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