Phillip M. Knight
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.
Phillip Major Knight, CFP®, who also goes by Phil M Knight, Phil Knight, was a registered financial professional .
Phillip is a previously registered financial professional and started their career in finance in 2001. Phillip had worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2007
Experience
June 5, 2014 - March 24, 2017
USAA FINANCIAL PLANNING SERVICES
June 3, 2014 - March 24, 2017
USAA FINANCIAL ADVISORS, INC.
February 27, 2013 - June 19, 2013
BLUEROCK CAPITAL MARKETS LLC
August 3, 2011 - November 6, 2012
HINES PRIVATE WEALTH SOLUTIONS LLC
January 6, 2010 - September 13, 2011
GRIFFIN CAPITAL SECURITIES, LLC
June 24, 2008 - July 31, 2009
INLAND SECURITIES CORPORATION
February 26, 2003 - May 6, 2008
WELLS INVESTMENT SECURITIES,INC.
May 17, 2001 - October 25, 2002
A. G. EDWARDS & SONS, INC.
State Registrations and Notice Filings
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Exams
Current Firm
USAA FINANCIAL PLANNING SERVICES
CRD#: 106352 / SEC#: 801-53347
Contact information
Red Flags
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