Unclaimed Profile

Lea Ann Garrison Knight

BETTER MONEY DECISIONS, LLC·SANTA FE, New Mexico

Series 7, Series 63, Series 66Clean record19 years registeredBETTER MONEY DECISIONS, LLC

460 ST. MICHAEL'S DRIVE, SANTA FE, NM 87505CRD# 2911144Firm CRD# 172980

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lea Ann Garrison Knight · SANTA FE, NM

Registration

CRD #2911144 · BETTER MONEY DECISIONS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

EP WEALTH ADVISORS

Sep 2025 – present

BETTER MONEY DECISIONS

Jan 2019 – Mar 2026

Santa Fe, NM

NORTH AMERICAN MANAGEMENT CORP

Nov 2014 – Dec 2018

BOSTON, MA

GARRISON/KNIGHT FINANCIAL PLANNING

Jan 2013 – Aug 2014

BEDFORD, MA

GARRETT INVESTMENT ADVISORS, LLC

Jan 2012 – Jan 2013

BEDFORD, MA

GARRISON/KNIGHT FINANCIAL PLANNING

Jun 2009 – Dec 2011

BEDFORD, MA

EDWARD JONES

Feb 2007 – Jun 2009

BEDFORD, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · February 8, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BETTER MONEY DECISIONS, LLC

CRD 172980 · SEC 801-115227

AUM

$272M

Regulatory assets under management

Employees

276 client accounts

Services offered by BETTER MONEY DECISIONS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BETTER MONEY DECISIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Lea Ann Garrison Knight offer?

Lea Ann Garrison Knight specializes in Financial Planning, Investment Management. Contact their office in SANTA FE, New Mexico for a consultation.

What are Lea Ann Garrison Knight's credentials?

Lea Ann Garrison Knight is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lea Ann Garrison Knight located?

Lea Ann Garrison Knight is based in SANTA FE, New Mexico, working with BETTER MONEY DECISIONS, LLC. Their office serves clients in the SANTA FE metropolitan area and surrounding communities.

How does Lea Ann Garrison Knight charge for services?

Lea Ann Garrison Knight's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BETTER MONEY DECISIONS, LLC?

BETTER MONEY DECISIONS, LLC has approximately 8 employees and manages $272M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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