Zachary Knable, financial advisor West Chester PA

Zachary Knable

CRD Number: 5979330
Current Firm: Kingsview Wealth Management, LLC

Zachary Knable (CRD# 5979330) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in West Chester, PA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Kingsview Partners West Chester, PA Jul 2022 - Current 1
Wells Fargo Clearing Services, LLC Sharon Hill, PA Nov 2016 - Jul 2022 5
Wells Fargo Bank Na Sharon Hill, PA Jul 2011 - Jul 2022 11
Wells Fargo Advisors LLC Sharon Hill, PA Sep 2011 - Nov 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Zachary A. Knable
Phone Number: 312-870-6701
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    3,584
    MILLIONS
  • Total Number of Accounts
    13,829
    ACCOUNTS
  • Average Account Value
    $259,175
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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