JK
JK

Jeffrey Knight

26 Years of Experience
Easley, SC
BrokerSells Insurance

Jeffrey Knight is a registered investment advisor at LPL Financial LLC, based in Easley, SC, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

209 Siloam Rd., Easley, SC, 29642

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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

Jeffrey is employed by Powdersville Insurance Agency since January 2024. This takes about 10-20% of his time.

Employment History
Current Registrations
LPL Financial LLCBroker
February 2024 - Present · 2 yrs 3 mos
LPL Financial LLC
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - February 2024 · 8 mos
Cetera Advisor Networks LLCBroker
June 2021 - February 2024 · 2 yrs 8 mos
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.Broker
January 2021 - June 2021 · 5 mos
Voya Financial Advisors, INC.
January 2021 - June 2021 · 5 mos
LPL Financial LLCBroker
May 2017 - January 2021 · 3 yrs 8 mos
LPL Financial LLC
May 2017 - January 2021 · 3 yrs 8 mos
First Citizens Investor Services, INC.Broker
January 2016 - April 2017 · 1 yr 3 mos
First Citizens Asset Management, INC
December 2014 - May 2017 · 2 yrs 5 mos
First Citizens Securities CorporationBroker
December 2014 - January 2016 · 1 yr 1 mo
Suntrust Investment Services, INC.
July 2012 - December 2014 · 2 yrs 5 mos
Suntrust Investment Services, INC.Broker
July 2012 - December 2014 · 2 yrs 5 mos
Wells Fargo Advisors, LLC
September 2011 - June 2012 · 9 mos
Wells Fargo Advisors, LLCBroker
September 2011 - June 2012 · 9 mos
Bbva Wealth Solutions INC.
July 2011 - September 2011 · 2 mos
Bbva Compass Investment Solutions, INCBroker
June 2011 - September 2011 · 3 mos
First Tennessee Advisory Services, INC.
September 2008 - March 2011 · 2 yrs 6 mos
First Tennessee Brokerage, INC.Broker
August 2006 - March 2011 · 4 yrs 7 mos
Ftb Advisors, INC.
August 2006 - March 2011 · 4 yrs 7 mos
Suntrust Investment Services, INC.
December 2005 - August 2006 · 8 mos
Suntrust Investment Services, INC.Broker
November 2005 - August 2006 · 9 mos
Wachovia Securities, LLC
September 2003 - October 2005 · 2 yrs 1 mo
Wachovia Securities, LLCBroker
May 2003 - October 2005 · 2 yrs 5 mos
Morgan Stanley Dw INC.Broker
March 1999 - April 2003 · 4 yrs 1 mo
Southern Financial Group, INC.Broker
December 1998 - February 1999 · 2 mos
State Registrations9 states
FLGAIANCOHSCTNVAWI
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.