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George W. Knox

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CRD#: 1722418
GK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

George William Knox, who also goes by George William Knox Jr, George William Knox, was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 1987. George had worked at 11 firms and has passed the Series 63, SIE, Series 7, Series 51, Series 24 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


George William Knox Jr | George William Knox

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 12, 2019 - October 18, 2021

EVERLAKE DISTRIBUTORS, LLC

BD
CRD#: 100460
NORTHBROOK, IL
Past

January 28, 2019 - November 12, 2019

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
Sturbridge, MA
Past

April 2, 2018 - January 22, 2019

EVERLAKE DISTRIBUTORS, LLC

BD
CRD#: 100460
NORTHBROOK, IL
Past

August 10, 2015 - April 13, 2018

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
ROCKY HILL, CT
Past

August 1, 2013 - July 16, 2015

NYLIFE SECURITIES LLC

BD
CRD#: 5167
WALTHAM, MA
Past

November 3, 2011 - June 28, 2013

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
MARLBOROUGH, MA
Past

December 14, 2005 - November 23, 2009

NYLIFE DISTRIBUTORS LLC

BD
CRD#: 35350
JERSEY CITY, NJ
Past

February 16, 2000 - October 28, 2005

EVERLAKE DISTRIBUTORS, LLC

BD
CRD#: 100460
NORTHBROOK, IL
Past

December 17, 1999 - February 14, 2000

ALFS, INC.

BD
CRD#: 32201
NORTHBROOK, IL
Past

September 18, 1998 - October 26, 1999

CONSECO SECURITIES, INC.

BD
CRD#: 29367
CARMEL, IN
Past

August 1, 1991 - August 5, 1997

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

February 27, 1989 - August 1, 1991

PAMCO SECURITIES AND INSURANCE SERVICES

BD
CRD#: 11028
Past

May 10, 1988 - March 6, 1989

T. J. RANEY & SONS, INC.

BD
CRD#: 3128
Past

August 20, 1987 - May 10, 1988

UNITED CAPITAL CORPORATION

BD
CRD#: 8268

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/26/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/29/1995
General Securities Principal Examination
Principal/Supervisory Exam

Current Firm


ED
EVERLAKE DISTRIBUTORS, LLC
ALLSTATE DISTRIBUTORS, L.L.C. | EVERLAKE DISTRIBUTORS, LLC

CRD#: 100460 / SEC#: , 8-52029

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
3100 Sanders Road, Suite 303, Northbrook, IL 60062
Mailing Address
3100 Sanders Road, Suite 303, Northbrook, IL 60062
Phone number
(847) 665-9930
Established
Delaware since 03/05/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
EVERLAKE LIFE INSURANCE COMPANYPARENT OF BROKER/DEALER
FONTANA, ANGELA KAYMANAGER6503740
HARRIGAN, JULIE ANNTREASURER, CONTROLLER AND FINOP7159150
JENESKE, PATRICK JOSEPHCHIEF COMPLIANCE OFFICER4293015
KENNEDY, REBECCA DIANEPRESIDENT AND MANAGER7364296
KIRCHHOFF, THERESE MARIEAML OFFICER4548686
LARGEY, TYLER EARL BAXTERCHAIRMAN OF THE BOARD AND MANAGER7470407

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


EVERLAKE DISTRIBUTORS, LLC

CRD#: 100460

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