Robert Knight
Robert Knight is a registered investment advisor at Alliance Advisory & Securities, LLC, based in Westlake Village, CA, with 24 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 667 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alliance Advisory & Securities charges an annual fee based on a percentage of the assets they manage for you. This fee generally ranges from 0.5% to 2.0%. The fee is calculated based on the value of your account at the end of each quarter and is billed quarterly.
Location
31248 E. Oak Crest Drive Ste 100, Westlake Village, CA, 91361
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2011Other Business ActivitiesSells Insurance
Robert is an independent insurance agent selling Medicare plans through Silver Care Medicare Advantage Plans and Applied General Agency, dedicating minimal time to each. He also works as a loan officer for Scott Capital Group, spending minimal time underwriting home loans.
Employment History
Current Registrations
Alliance Advisory & Securities, LLC
Previous Registrations
Partnervest Advisory Services LLC
Waddell & Reed, INC.
State Registrations1 state
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.