Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Rudy McKnight is a registered investment advisor and securities representative with over 30 years of experience in the financial services industry. James is a licensed insurance broker and holds various securities licenses including Series 6, 7, 26, 63, and 65. James works with individuals, families, and businesses in developing financial plans, providing investment advice, and assisting with retirement planning. James has been affiliated with Osaic Wealth, Inc. since June 2024. Previously, James was associated with Securities America, Inc. and Investors Security Company, Inc.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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2
NC
06/14/2024 - Present
Osaic Wealth, Inc. (GLADE VALLEY NC)
NC
12/07/2012 - 06/14/2024
SECURITIES AMERICA, INC. (GLADE VALLEY NC)
NC
04/03/1991 - 12/07/2012
INVESTORS SECURITY COMPANY, INC. (GLADE VALLEY NC)
GA
07/17/1989 - 03/16/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 07/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1991
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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