John Knight (CRD# 1017087) is an Investment Advisor Representative working at Lamberson Knight Wealth Management LLC in Holland, MI and has over 25 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lamberson Knight Wealth Management LLC | Holland, MI | Jan 2016 - Current | 8 |
| Key Investment Services | Ann Arbor, MI | Jun 2015 - Dec 2015 | < 1 |
| Unemployed | Grand Rapids, MI | Sep 2014 - Jun 2015 | < 1 |
| Morgan Stanley | Grand Rapids, MI | Aug 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management4MILLIONS
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Total Number of Accounts34ACCOUNTS
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Average Account Value$114,706
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
MI
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