WK
WK

Wayne Knight

12 Years of Experience
San Angelo, TX
Broker

Wayne Knight is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Angelo, TX, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

3294 Sherwood Way, San Angelo, TX, 76901

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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 Activities

Wayne is the CEO of Sentinel Wealth Group, handling operations, bookkeeping, and tax reporting. He dedicates minimal time to this support company.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2023 - Present · 2 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
January 2022 - September 2023 · 1 yr 8 mos
UBS Financial Services INC.Broker
January 2022 - September 2023 · 1 yr 8 mos
Edward Jones
January 2014 - January 2022 · 8 yrs
Edward JonesBroker
January 2014 - January 2022 · 8 yrs
State Registrations5 states
ARAZNJSCTX
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.
Wayne Knight - Financial Advisor | TrueAdvisor