Janet Knight (CRD# 3041533) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 18 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Foundations Investment Advisors LLC | Scottsdale, AZ | Aug 2020 - Current | 3 |
Jan Knight Insurance | Fort Lauderdale, FL | Apr 2019 - Current | 4 |
Mml Investors Services | Fort Lauderdale, FL | Oct 2012 - Apr 2019 | 6 |
Financial Guide For Women | Fort Lauderdale, FL | Jul 2006 - Apr 2019 | 12 |
Massmutual Life Insurance Company | Fort Lauderdale, FL | Apr 2005 - Dec 2017 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2006 |
- FL
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Total Assets Under Management4,694MILLIONS
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Total Number of Accounts40,472ACCOUNTS
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Average Account Value$115,988
- 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
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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