Invested Better
Unclaimed

Unclaimed

Unclaimed

John Shelley Knight

Transamerica Financial Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Shelley Knight

John Shelley Knight is a financial advisor registered with Transamerica Financial Advisors, Inc. and has been active in the industry since October 16, 1984. John has been registered with Transamerica Financial Advisors, Inc. since January 6, 2012. Before that, John was registered with WORLD GROUP SECURITIES, INC., WMA SECURITIES, INC., INTERSECURITIES, INC., and FIRST AMERICAN NATIONAL SECURITIES, INC.. John is a Series 6, Series 26, Series 63, and Series 65 licensed advisor. John provides financial advice and services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. John is also an insurance agent for Allianz Life Insurance Co. Preferred and provides marketing services for the Allianz 222, Allianz 365I, and Allianz 360 fixed-indexed annuities.

Firm Information

John Knight is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Knight’s Registration & Firm History

TX

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (Austin TX)

TX

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (AUSTIN TX)

GA

06/06/1994 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

FL

12/23/1991 - 06/06/1994

INTERSECURITIES, INC. (ST. PETERSBURG FL)

GA

10/01/1984 - 12/06/1991

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

Not sure if John Shelley Knight is right for you?

Licenses & Designations

IA

Issued 10/09/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/28/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/11/1988

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Shelley Knight.
Not sure if John Shelley Knight is right for you?