CK
Christopher W. Knight
CORNERSTONE WEALTH PLANNING
Charlotte, NC 28277
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CRD#: 5240507
CK
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christopher Knight
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.
Mr. Knight is an investment adviser representative with Cornerstone Planning. This is his full time occupation. Mr. Salter is registered with Asset Dedication as a solicitor solely due to the third-party investment management services provided by Asset Dedication to clients of Cornerstone Planning and the sharing of client' fees as a result.
MR. KNIGHT IS THE CO-EXECUTIVE DIRECTOR OF A NON-PROFIT ORGANIZATION, THE MEN OF COURAGE FOUNDATION. HE DEVOTES APPROXIMATELY 15% OF HIS TIME TO THIS ACTIVITY, DURING NON-BUSINESS HOURS.
Christopher Knight is licensed to sell life and health insurance and may engage in product sales with our clients, for which he will receive additional compensation. Any commissions received through life or health insurance sales do not offset advisory fees the client may pay for advisory services under Cornerstone. This activity accounts for 5% of his time.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher William Knight'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®
Start date: 2009
Experience
Current
April 5, 2013 - Present
CORNERSTONE WEALTH PLANNING
Office #1: 7810 Ballantyne Commons Parkway Suite 200, Charlotte, NC 28277RIA
CRD#: 166886
Charlotte, NC
Past
January 3, 2018 - December 31, 2021
ASSET DEDICATION, LLC
RIA
CRD#: 151988
Matthews, NC
Past
June 30, 2008 - February 8, 2013
RONALD BLUE & CO., LLC
RIA
CRD#: 104605
CHARLOTTE, NC
Past
November 16, 2006 - August 7, 2007
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
CHARLOTTE, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CORNERSTONE WEALTH PLANNING
CORNERSTONE FINANCIAL PLANNING LLC | RETIREMENT COURSE REGISTRATION | CORNERSTONE WEALTH PLANNING | CORNERSTONE PLANNING, LLC
CRD#: 166886 / SEC#: 801-119224
RIA
Registered Investment Advisory firm - (7/31/2020 Approved)North Carolina
Registered Investment Advisory firm - (8/19/2020 Terminated)South Carolina
Registered Investment Advisory firm - (8/18/2020 Terminated)Texas
Registered Investment Advisory firm - (8/18/2020 Terminated)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
North Carolina(4/5/2013)
IAR
Texas(8/28/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
CW
CORNERSTONE WEALTH PLANNING
CORNERSTONE FINANCIAL PLANNING LLC | RETIREMENT COURSE REGISTRATION | CORNERSTONE WEALTH PLANNING | CORNERSTONE PLANNING, LLC
CRD#: 166886 / SEC#: 801-119224
RIA
Registered Investment Advisory firm - (7/31/2020 Approved)North Carolina
Registered Investment Advisory firm - (8/19/2020 Terminated)South Carolina
Registered Investment Advisory firm - (8/18/2020 Terminated)Texas
Registered Investment Advisory firm - (8/18/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7810 Ballantyne Commons Parkway Suite 200, Charlotte, NC 28277
Mailing Address
Phone number
(704) 849-0123
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,113 |
| AUM (Assets Under Management) | $ 377,153,984 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
