Jeffrey KneyCRD Number: 4544751
Current Firm: Legend Advisory, LLC
Jeffrey Kney (CRD# 4544751) is an Investment Advisor Representative working at Legend Advisory, LLC in Getzville, NY and has over 15 years of experience in the finance industry. Jeffrey Kney 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.
Level Financial Advisors, Inc.
Park Avenue Securities LLC
Linwood Investment Advisors Inc.
|Lincoln Investment||Getzville, NY||Jan 2017 - Current||1|
|Legend Advisory Corporation||Palm Beach Gardens, FL||Jan 2011 - Current||7|
|Legend Equities Coporation||Palm Beach Gardens, FL||Jun 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2002|
Total Assets Under Management1,943MILLIONS
Total Number of Accounts25,818ACCOUNTS
Average Account Value$75,272
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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