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Danielle Knox

9 Years of Experience
Zanesville, OH
Broker

Danielle Knox is a registered investment advisor at Raymond James & Associates, INC., based in Zanesville, OH, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

17 N 4th Street, Floor 2, Zanesville, OH, 43701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Danielle is a finance/investment committee member for the Zanesville Museum of Art, advising the board on choosing their outside investment manager. She spends minimal time on this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
April 2022 - Present · 4 yrs 1 mo
Raymond James & Associates, INC.
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2017 - April 2022 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2016 - April 2022 · 5 yrs 4 mos
State Registrations33 states
ALAZCACOCTDCDEFLGAIAIDILINKSKYMDMIMNMOMTNCNJNVNYOHORPASCTXVAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.