EM
ChFC
EM
ChFC

Edwin Mcknight

39 Years of Experience
Murfreesboro, TN
BrokerSells Insurance

Edwin Mcknight is a ChFC-designated registered investment advisor at Silver Oak Securities, INC., based in Murfreesboro, TN, with 39 years of industry experience. Edwin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 8,746 clients with $2.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
165 advisors
Number of Clients
8,746 clients
Average Client Portfolio
$280K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum advisor fee is 2.0% of assets. Fees are negotiable between you and your financial professional. Accounts also incur a platform fee consisting of $45 annually plus an asset-based fee between 0.05% and 0.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1800 South Rutherford Blvd, Suite 202, Murfreesboro, TN, 37130

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Edwin is involved in several business activities, including farming, real estate, and serving as president of McKnight Advisory Group, Inc., which has an insurance segment. He also dedicates time to volunteer work, church activities, and writing, while McKnight Advisory Group, Inc. has an employee who has written a book: Navigating Medicare: How to get Totally Lost on the Road to Medicare? by Hillary Broome. Revenues are paid to Edwin McKnight.

Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
September 2023 - Present · 3 yrs 1 mo
Silver Oak Securities, INC.
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Securities America, INC.Broker
September 2020 - September 2023 · 3 yrs
Securities America Advisors, INC.
September 2020 - September 2023 · 3 yrs
Ssn Advisory, INC.
November 2012 - September 2020 · 7 yrs 10 mos
Securities Service Network, LLCBroker
November 2012 - September 2020 · 7 yrs 10 mos
Woodbury Financial Services, INC.
August 2007 - November 2012 · 5 yrs 3 mos
Woodbury Financial Services, INC.Broker
May 1998 - November 2012 · 14 yrs 6 mos
Lincoln Financial Advisors CorporationBroker
March 1991 - April 1998 · 7 yrs 1 mo
The Lincoln National Life Insurance CompanyBroker
March 1991 - April 1998 · 7 yrs 1 mo
Historic Square Equities, IncorporatedBroker
March 1987 - December 1990 · 3 yrs 9 mos
State Registrations6 states
ALFLKYMSSCTN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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