Joseph Knox is a registered investment advisor, based in Longview, TX, with 37 years of industry experience.
Location
140 East Tyler, Suite 240, Longview, TX, 75601
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is a financial advisor at Concurrent Investment Advisors, dedicating nearly full-time hours to oversight and advisory services. He also provides fixed insurance and annuity advice and owns Joseph Lane Knox LLC, an expense company.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Southwest Securities, INC.
Southwest Securities, INC.Broker
Linsco/private Ledger CORP.Broker
Edward D. Jones & CO., L.P.Broker
American Express Financial Advisors INC.Broker
State Registrations12 states
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.