James Knight, financial advisor Simi Valley CA
87 score

James Knight

CRD Number: 6186841
Current Firm: Partnervest Advisory Services LLC

James Knight (CRD# 6186841) is an Investment Advisor Representative working at Partnervest Advisory Services LLC in Simi Valley, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Partnervest Advisory Services, LLC Santa Barbara, CA Jul 2013 - Current 4
Galpin Motors North Hills, CA Jan 2009 - Current 9
Kerstat Inc. North Wales, PA Jan 1994 - Dec 2008 14

James Knight has no recent exams reported.
Contact Info for James A. Knight
Phone Number: 805-966-1266
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    523
    MILLIONS
  • Total Number of Accounts
    2,176
    ACCOUNTS
  • Average Account Value
    $240,380
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, ID, IL, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, RI, TN, TX, UT, VA, WA

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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