Robert Joseph Knight

24 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningEducation PlanningInsurance Planning

Alliance Advisory & Securities, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

17 advisors

Number of Clients

667 clients

Average Client Portfolio

$959K average

Assets Under Management

$639.4M

Fee Structure

Minimum Investment:$100K

Location

31248 E. Oak Crest Drive Ste 100, Westlake Village, CA, 91361

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History

Regulatory History (1)

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Customer Dispute

August 2011

Settled

View Full SEC Report How to Read Disclosures

Other 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

April 2019 - Present · 6 yrs 10 mos

Previous Registrations

Partnervest Advisory Services LLC

November 2004 - April 2019 · 14 yrs 5 mos

Waddell & Reed, INC.

October 2001 - November 2004 · 3 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.