Joel Knight, financial advisor Monterey CA
83 score

Joel Knight

CRD Number: 1379212
Current Firm: American Investors Co

Joel Knight (CRD# 1379212) is an Investment Advisor Representative working at American Investors Co in Monterey, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
American Investors Company San Ramon, CA Jul 1998 - Current 18
Joel B. Knight Monterey, CA Jan 1991 - Current 25
American Investors Company San Ramon, CA Oct 1990 - Current 26
Joel Knight Tax & Business Services/joel Knight, Inc. Monterey, CA Oct 1978 - Current 38
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 1998
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Joel B. Knight
Phone Number: 925-866-2882
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    341
    MILLIONS
  • Total Number of Accounts
    1,988
    ACCOUNTS
  • Average Account Value
    $171,323
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, MD, NV, NY, OR, TX, WA

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BADGES
83

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