Saxon Knight (CRD# 5502472) is an Investment Advisor Representative working at Sklar Capital Advisors, LLC in Albuquerque, NM and has over 9 years of experience in the finance industry. Saxon Knight has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2398923
Portfolio Wealth Advisors
Score
103
CRD# 3039281
Portfolio Wealth Advisors
Score
103
CRD# 2705363
Jataj Wealth Management, LLC
Score
103
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sklar Capital Advisors | Austin, TX | Jan 2017 - Current | 1 |
| Securities Service Network | Knoxville, TN | Sep 2011 - Current | 6 |
| Ssn Advisory Inc. | Knoxville, TN | Sep 2011 - Current | 6 |
| Massmutual | Springfield, MA | Mar 2010 - Sep 2011 | 1 |
| Mml Investors Services Inc. | Springfield, MA | Mar 2010 - Sep 2011 | 1 |
| No Employment | Albuquerque, NM | Aug 2009 - Mar 2010 | < 1 |
| Charles Schwab & Company, Inc. | Englewood, CO | Mar 2008 - Jul 2009 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2008 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2010 |
- NM
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
NM, TX
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