Kirk Knight (CRD# 5741745) is an Investment Advisor Representative working at Knight And Company Wealth Advisors, LLC in Los Altos, CA and has 1 year of experience in the finance industry. Kirk Knight 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.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Knight And Company Wealth Advisors, LLC | San Jose, CA | Oct 2009 - Current | 14 |
| Knight & Company Certified Public Accountants, Inc. | Los Altos, CA | Oct 1985 - Current | 38 |
| Concert Wealth Management, Inc. | Los Altos, CA | Mar 2010 - Mar 2015 | 5 |
- CA
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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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