Christopher William Knight
AIF®, CFP®Professional Summary
Christopher William Knight, AIF®, CFP®, who also goes by Christopher Knight, is a registered financial advisor currently at CORNERSTONE WEALTH PLANNING located in Charlotte, North Carolina. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Christopher has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Christopher Knight
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Videos & Posts
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Contact Information
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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.
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Credentials
Years of Experience
20 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CORNERSTONE FINANCIAL PLANNING LLC | RETIREMENT COURSE REGISTRATION | CORNERSTONE WEALTH PLANNING | CORNERSTONE PLANNING, LLC
Contact Information
Main Address
7810 Ballantyne Commons Parkway Suite 200, Charlotte, NC 28277Phone Number
(704) 849-0123# of Employees
13SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,273AUM (Assets Under Management)
$485,905,211Similar Advisors
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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.
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Primary Firm SEC Registration
CORNERSTONE FINANCIAL PLANNING LLC | RETIREMENT COURSE REGISTRATION | CORNERSTONE WEALTH PLANNING | CORNERSTONE PLANNING, LLC
State Registrations and Notice Filings
(4/5/2013)
(8/28/2015)
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.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 2006About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Christopher William Knight's CRS (Customer Relationship Summary).
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