Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael Knight is an investment advisor representative at Adero Partners, LLC. James has been in the industry since 1999 and holds Series 6, 7, 63 and 65 licenses. James has experience working in the financial services industry. James is registered to provide investment advice in California and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Insurance solutions, cash management solutions
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Revenue sharing with our affiliate, focus risk solutions
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2
CA
08/14/2018 - Present
Adero Partners, LLC (WALNUT CREEK CA)
CA
08/10/2010 - 07/12/2012
VALMARK SECURITIES, INC. (SAN FRANCISCO CA)
BC
Issued 06/27/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/14/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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