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BK

Buford C. Knight

KNIGHT FINANCIAL INVESTMENTS
PONTE VEDRA BEACH, FL
Some features on this profile are disabled
CRD#: 6509043
BK

Professional summary


Buford Cadle Knight is a registered financial advisor currently at KNIGHT FINANCIAL INVESTMENTS located in Ponte Vedra Beach, Florida.

Buford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Buford has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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) - RIA


Click below to view Buford Cadle 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®
None

Experience


Current

July 24, 2015 - Present

KNIGHT FINANCIAL INVESTMENTS

RIA
CRD#: 268799
PONTE VEDRA BEACH, FL

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
Florida
(8/20/2015)
IAR
Georgia
(7/24/2015)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/28/2014
Uniform Investment Adviser Law Examination

Current Firm


KF
KNIGHT FINANCIAL INVESTMENTS
KNIGHT FINANCIAL INVESTMENTS | KNIGHT FINANCIAL INVESTMENTS, LLC

CRD#: 268799 / SEC#:

Florida
Registered Investment Advisory firm - (8/20/2015 Approved)
Georgia
Registered Investment Advisory firm - (7/24/2015 Approved)
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Contact information


Main Address
Ponte Vedra Beach, FL
Mailing Address
Phone number
(904) 651-9126
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts38
AUM (Assets Under Management)$ 12,645,815

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


KNIGHT FINANCIAL INVESTMENTS

CRD#: 268799Ponte Vedra Beach, FL

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