James McKnightCRD 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 28 years of experience in the finance industry.
Concorde Financial Resources, LLC
Lincoln Financial Securities Corporation
Ameriprise Financial Services, Inc.
|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|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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