Gael Knight (CRD# 5741747) is an Investment Advisor Representative working at Knight And Company Wealth Advisors, LLC in San Jose, CA and has over 14 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Gael Knight Company Certified Public Accountants, Inc. | San Jose, CA | Jul 2015 - Current | 8 |
| Knight And Company Wealth Advisors, LLC | San Jose, CA | Oct 2009 - Current | 14 |
| Knight & Company Certified Public Accountants, Inc. | Los Altos, CA | Jan 2000 - Jun 2015 | 15 |
| Concert Wealth Management, Inc. | Los Altos, CA | Mar 2010 - Mar 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
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Total Assets Under Management43MILLIONS
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Total Number of Accounts90ACCOUNTS
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Average Account Value$473,952
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA
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