PK
CFP
PK
CFP

Phillip Knight

20 Years of Experience
Midland, TX
1 DisclosureBrokerSells Insurance

Phillip Knight is a CFP-designated registered investment advisor, based in Midland, TX, with 20 years of industry experience.

Location

6 Desta Drive, Suite 5950, Midland, TX, 79705

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2010
Denied
Other Business ActivitiesSells Insurance

Phillip is a registered representative with Saxony Securities and an investment advisor representative with Americana Partners, LLC, dedicating full-time hours to the latter. Phillip also owns a salt delivery business, serves as treasurer and board member for High Sky Children's Ranch, is president of the board for Cameron Stotts Foundation, and is an independent licensed insurance agent.

Employment History
Current Registrations
Saxony Securities, INC.
January 2025 - Present · 1 yr 4 mos
Saxony Securities, INC.Broker
January 2025 - Present · 1 yr 4 mos
Americana Partners, LLC
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
February 2023 - November 2024 · 1 yr 9 mos
Morgan StanleyBroker
June 2009 - February 2023 · 13 yrs 8 mos
Morgan Stanley
June 2009 - February 2023 · 13 yrs 8 mos
Citigroup Global Markets INC.Broker
May 2007 - June 2009 · 2 yrs 1 mo
Citigroup Global Markets INC.
May 2007 - June 2009 · 2 yrs 1 mo
Citicorp Investment Services
April 2007 - May 2007 · 1 mo
Citicorp Investment ServicesBroker
March 2007 - May 2007 · 2 mos
Wells Fargo Investments, LLC
November 2006 - March 2007 · 4 mos
Wells Fargo Investments, LLCBroker
November 2006 - March 2007 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2005 - November 2005 · 10 mos
State Registrations3 states
OKTNTX
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.
Phillip Knight - Financial Advisor | TrueAdvisor