Noel Hollis Knox
Professional Summary
Noel Hollis Knox is a registered financial advisor currently at SOLVE CONSULTING GROUP, LLC located in Fort Wayne, Indiana. Noel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Noel has worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
AURELIUS FAMILY OFFICE, LLC
OSAIC WEALTH, INC.
FOCUS PARTNERS WEALTH, LLC
PFS INVESTMENTS INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AURELIUS FAMILY OFFICE, LLC
OSAIC WEALTH, INC.
FOCUS PARTNERS WEALTH, LLC
PFS INVESTMENTS INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
AURELIUS FAMILY OFFICE, LLC
OSAIC WEALTH, INC.
FOCUS PARTNERS WEALTH, LLC
PFS INVESTMENTS INC.
Disclosures on record.
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.
Similar Advisors
AURELIUS FAMILY OFFICE, LLC
OSAIC WEALTH, INC.
FOCUS PARTNERS WEALTH, LLC
PFS INVESTMENTS INC.
Years of Experience
23 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
AURELIUS FAMILY OFFICE, LLC
OSAIC WEALTH, INC.
FOCUS PARTNERS WEALTH, LLC
PFS INVESTMENTS INC.
Current Firm
SOLVE CONSULTING GROUP, LLC
Contact Information
Main Address
127 West Berry Street Suite 333, Fort Wayne, IN 46802Phone Number
(260) 418-9150# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
108AUM (Assets Under Management)
$54,447,561Similar Advisors
AURELIUS FAMILY OFFICE, LLC
OSAIC WEALTH, INC.
FOCUS PARTNERS WEALTH, LLC
PFS INVESTMENTS INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
AURELIUS FAMILY OFFICE, LLC
OSAIC WEALTH, INC.
FOCUS PARTNERS WEALTH, LLC
PFS INVESTMENTS INC.
State Registrations and Notice Filings
(5/11/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
AURELIUS FAMILY OFFICE, LLC
OSAIC WEALTH, INC.
FOCUS PARTNERS WEALTH, LLC
PFS INVESTMENTS INC.
CRS (Client Relationship Summary) - RIA
Click below to view Noel Hollis Knox's CRS (Customer Relationship Summary).
Similar Advisors
AURELIUS FAMILY OFFICE, LLC
OSAIC WEALTH, INC.
FOCUS PARTNERS WEALTH, LLC
PFS INVESTMENTS INC.