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TK
CFP · ChFC
TK
CFP · ChFC
Thomas Russell Knightly
American Family Legacy Group
38 Years of Experience
2 Disclosures
View SEC Summary
View SEC Summary
American Family Legacy Group
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
3 advisors
Number of Clients
89 clients
Average Client Portfolio
$428K average
Assets Under Management
$38.1M
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Location
3030 N Rocky Point Dr W, Suite 150, Tampa, FL, 33607
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History
Regulatory History (2)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
September 2004
Closed-No Action
Customer Dispute
August 2004
Denied
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
American Family Legacy Group
October 2013 - Present · 12 yrs 4 mos
Previous Registrations
Ameriprise Financial Services, INC.
April 1987 - October 2013 · 26 yrs 6 mos
State Registrations
3 states
FL
OK
TX
Advisor
Exams
No exam information available for this advisor.
Thomas Russell Knightly - Financial Advisor | TrueAdvisor