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John Cleveland Knox

Advisory Services Network

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About John Cleveland Knox

John Cleveland Knox is a financial advisor with Advisory Services Network in Atlanta, Georgia. John has been in the industry since 1976, has a background in financial planning and portfolio management, and is a Chartered Financial Analyst. John's experience spans over four decades, with previous roles at H. M. Payson & Co. and Smith Barney, Harris Upham & Co., Incorporated. Advisory Services Network focuses on providing investment advice to individuals, high-net-worth individuals, businesses, pension plans, and charitable organizations.

Firm Information

John Knox is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Knox’s Registration & Firm History

GA

02/10/2016 - Present

Advisory Services Network (ATLANTA GA)

ME

12/20/1980 - 09/24/2008

H. M. PAYSON & CO. (PORTLAND ME)

NA

07/22/1976 - 11/10/1977

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED

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Licenses & Designations

BC

Issued 01/06/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/15/1998

Series 24 - General Securities Principal Examination

BC

Issued 12/15/1980

Series 18 - Securities Industry Rules and Regulations Examination

BC

Issued 07/17/1976

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Cleveland Knox.
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