Thomas R. Knightly

AMERICAN FAMILY LEGACY GROUP

TAMPA, FL 33607

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CRD#: 1293040

Professional summary

Thomas Russell Knightly, CFP® is a registered financial advisor currently at AMERICAN FAMILY LEGACY GROUP located in Tampa, Florida.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Thomas has worked at 4 firms and has passed the Series 66, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Russell Knightly's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1987

Experience

Current

October 28, 2013 - Present

AMERICAN FAMILY LEGACY GROUP

Office #1: 3030 N Rocky Point Dr W Suite 150, Tampa, FL 33607

RIA

CRD#: 154050

TAMPA, FL

Past

April 3, 2002 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

April 3, 1987 - October 25, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

CLEARWATER, FL

Past

August 28, 1984 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

CRD#: 6320

Past

August 28, 1984 - October 25, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

CLEARWATER, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(10/28/2013)

IAR

Oklahoma
(11/6/2013)

IAR

Texas
(12/22/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/23/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/15/1986

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 10/8/1984

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 8/27/1984

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AMERICAN FAMILY LEGACY GROUP

AMERICAN FAMILY LEGACY GROUP | RWM & INVESTMENT GROUP | RUSSIAN, FREDDY ANTONIO | RUSSIAN WEALTH MANAGEMENT AND INVESTMENT GROUP, LLC | RUSSIAN WEALTH MANAGEMENT AND INVESTMENT GROUP

CRD#: 154050 / SEC#:

Florida

Registered Investment Advisory firm - (9/10/2010 Approved)

Oklahoma

Registered Investment Advisory firm - (10/6/2010 Approved)

Texas

Registered Investment Advisory firm - (12/18/2017 Conditional Restricted)

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Contact information

Main Address

3030 N Rocky Point Dr W Suite 150, Tampa, FL 33607

Mailing Address

Phone number

(405) 245-8340

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	181
AUM (Assets Under Management)	$ 38,082,643

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Thomas R. Knightly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Russell Knightly's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN FAMILY LEGACY GROUP

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

AMERICAN EXPRESS FINANCIAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/23/2005

Series 7

Date: 3/15/1986

Series 22

Date: 10/8/1984

Series 6

Date: 8/27/1984

Current Firm

AMERICAN FAMILY LEGACY GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AMERICAN FAMILY LEGACY GROUP

TRUST BUT VERIFY

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