Benjamin Knight (CRD# 5312758) is an Investment Advisor Representative working at Aw Securities in Folsom, CA and has over 16 years of experience in the finance industry. Benjamin 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# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aw Securities | Folsom, CA | Dec 2022 - Current | 1 |
| Allworth Financial | Folsom, CA | Dec 2022 - Current | 1 |
| Lpl Financial LLC | Chico, CA | Jun 2007 - Dec 2022 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2007 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2010 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Other
CA
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