AK
AK

Andrew Knox

26 Years of Experience
Beaverton, OR
BrokerSells Insurance

Andrew Knox is a registered investment advisor, based in Beaverton, OR, with 26 years of industry experience.

Location

5725 SW Hall Blvd, Beaverton, OR, 97005

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Andrew is an advisory representative of a RIA, a managing member of Northwest Tax and Accounting LLC, Andrew Knox & Co, LLC, and PNW Tax and Wealth Advisors, LLC, and owner of Ask Ventures LLC. He is also an independent insurance agent for various independent insurance companies and a security guard, dedicating about a quarter of his time to PNW Tax and Wealth Advisors, LLC.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
October 2018 - Present · 7 yrs 11 mos
Cambridge Investment Research Advisors, INC.
October 2018 - Present · 7 yrs 11 mos
Previous Registrations
Broker Dealer Financial Services CORP.Broker
February 2013 - October 2018 · 5 yrs 8 mos
Investment Advisors CORP
February 2013 - October 2018 · 5 yrs 8 mos
Ausdal Financial Partners, INC.
July 2010 - November 2012 · 2 yrs 4 mos
Ausdal Financial Partners, INC.Broker
July 2010 - November 2012 · 2 yrs 4 mos
LPL Financial Corporation
September 2009 - July 2010 · 10 mos
LPL Financial CorporationBroker
September 2009 - July 2010 · 10 mos
Waterstone Financial Group, INC.
November 2002 - September 2009 · 6 yrs 10 mos
Waterstone Financial Group, INC.Broker
October 2002 - September 2009 · 6 yrs 11 mos
Dreher & Associates, INC.Broker
June 2000 - October 2002 · 2 yrs 4 mos
Rise, INC.Broker
February 1999 - July 2000 · 1 yr 5 mos
State Registrations5 states
CAILMNORWA
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.
Andrew Knox - Financial Advisor | TrueAdvisor