Saxon Knight (CRD# 5502472) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Albuquerque, NM and has over 9 years of experience in the finance industry.
CRD# 2398923
Portfolio Wealth Advisors
Score
103
CRD# 3039281
Portfolio Wealth Advisors
Score
103
CRD# 2705363
Jataj Wealth Management, LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities Service Network | Albuerque, NM | Sep 2011 - Current | 5 |
| Mml Investors Services Inc. | Albuquerque, NM | Feb 2010 - Sep 2011 | 1 |
| Massmutual | Albuquerque, NM | Nov 2009 - Sep 2011 | 1 |
| No Employment | Albuquerque, NM | Aug 2009 - Oct 2009 | < 1 |
| Charles Schwab & Company, Inc. | Englewood, CO | Mar 2008 - Jul 2009 | 1 |
| No Employment | Albuquerque, NM | Sep 2007 - Feb 2008 | < 1 |
| Variance Finishes | Albuquerque, NM | Jun 2005 - Aug 2007 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2008 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2010 |
- NM
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Total Assets Under Management1,482MILLIONS
-
Total Number of Accounts8,662ACCOUNTS
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Average Account Value$171,117
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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