Robert Knox, financial advisor Altoona PA

Robert Knox

CRD Number: 1489244
Current Firm: Venn Wealth & Benefit Services, LLC

Robert Knox (CRD# 1489244) is an Investment Advisor Representative working at Venn Wealth & Benefit Services, LLC in Altoona, PA and has over 37 years of experience in the finance industry. Robert Knox 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.

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Professional Designations
Company Name Location Dates Years
Venn Financial Solutions Dubois, PA Dec 2016 - Current 7
Venn Wealth & Benefit Services Altoona, PA Aug 2008 - Current 15
Knox Financial Dubois, PA Dec 2005 - Dec 2016 11
The Betchel Agency Dubois, PA Aug 1980 - Dec 2015 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
S65 NASAA Investment Advisors Law Examination May 2000
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert J. Knox
Phone Number: 814-943-3660
Firm Website: http://www.venn.us
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $135,335
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)
Types of Clients
Registered States

PA

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