James McKnight, financial advisor Glade Valley NC
93 score

James McKnight

CRD Number: 1967680
Current Firm: Securities America Advisors, Inc.

James McKnight (CRD# 1967680) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Glade Valley, NC and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Advisors, Inc. Glade Valley, NC Dec 2012 - Current 4
Securities America, Inc. Glade Valley, NC Dec 2012 - Current 4
Investors Security Company, Inc. Glade Valley, NC Mar 1991 - Dec 2012 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1989
S65 NASAA Investment Advisors Law Examination Jul 2002
Contact Info for James R. McKnight
Phone Number: 402-399-9111
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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