Jeffrey Knight, financial advisor Coral Springs FL
86 score

Jeffrey Knight

CRD Number: 1241471
Current Firm: Eagle Strategies LLC

Jeffrey Knight (CRD# 1241471) is an Investment Advisor Representative working at Eagle Strategies LLC in Coral Springs, FL and has over 19 years of experience in the finance industry.

Similar Advisors
Allen Giese, financial advisor Coral Springs FL
Allen P. Giese
CRD# 2145424
Northstar Financial Planners, Inc.
Score
105
Similar Advisors
Justin Blews, financial advisor Coral Springs FL
Justin Blews
CRD# 4223891
Morgan Stanley
Score
103
Similar Advisors
Ranga Chary, financial advisor Coral Springs FL
Ranga K. Chary
CRD# 1280216
Fin-est Investment Advisors, LLC
Score
103
Professional Designations
Company Name Location Dates Years
Knights Benefits Group Coral Springs, FL Feb 2007 - Current 9
Wealth Retention Group Coral Springs, FL Feb 2007 - Current 9
Nylife Securities Inc. West Palm Beach, FL Jan 1984 - Current 32
New York Life Insurance Co Ft Laud, FL Jul 1981 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1997
S65 NASAA Investment Advisors Law Examination Dec 1999
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey R. Knight
Phone Number: (888) 695-3245
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Jeffrey Knight and other advisors.
BADGES
86

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.