Jeff Knox, financial advisor Murphy NC
83 score

Jeff Knox

CRD Number: 5374115
Current Firm: Bb&t Investment Services, Inc.

Jeff Knox (CRD# 5374115) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Murphy, NC and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bbtis Chattanooga, TN May 2015 - Current 1
Lpl Financial, LLC Chattanooga, TN Mar 2014 - Apr 2015 1
Valic Financial Advisors, Inc. Brentwood, TN Jun 2011 - Mar 2014 2
American General Chattanooga, TN May 2011 - Jun 2011 < 1
First Volunteer Bank Chattanooga, TN Jan 2010 - May 2011 1
Bethel University Chattanooga, TN Jul 2009 - Jan 2010 < 1
Met Securities Chattanooga, TN Nov 2008 - Jul 2009 < 1
Suntrust Bank Chattanooga, TN May 2006 - Nov 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S65 NASAA Investment Advisors Law Examination Apr 2012
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 Jeff L. Knox
Phone Number: 704-954-1364
Registered State(s):
  • FL
  • GA
  • NC
  • TN
By the Numbers
  • Total Assets Under Management
    743
    MILLIONS
  • Total Number of Accounts
    3,725
    ACCOUNTS
  • Average Account Value
    $199,416
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WV

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BADGES
83

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