Jeffrey Knight (CRD# 3152963) is an Investment Advisor Representative working at Lpl Financial LLC in Easley, SC and has over 25 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 6714168
Edward Jones
CRD# 4456936
Apex Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Greenville, SC | Feb 2024 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Feb 2024 | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jun 2021 - Feb 2024 | 2 |
| Atlas Financial Group | Greenville, SC | May 2017 - Feb 2024 | 6 |
| Voya Financial Advisors, Inc. | Greenville, SC | Jan 2021 - Jun 2021 | < 1 |
| Sanders Wealth Management | Greenwood, SC | Jan 2021 - Jun 2021 | < 1 |
| Lpl Financial LLC | Greenville, SC | May 2017 - Jan 2021 | 3 |
| Home Trust Bank | Greenville, SC | May 2017 - Jan 2021 | 3 |
| First Citizens Investor Services, Inc. | Easley, SC | Jan 2016 - Apr 2017 | 1 |
| First Citizens Securities Corp | Columbia, SC | Dec 2014 - Apr 2017 | 2 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Jul 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1998 |
| S65 | NASAA Investment Advisors Law Examination | May 1999 |
- SC
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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