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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Lane Knox is an investment advisor representative with Concurrent Investment Advisors, LLC. Joseph Lane Knox is also registered as an investment advisor representative with Raymond James Financial Services, Inc. Joseph Lane Knox has been in the securities industry since May 23, 1988. Joseph Lane Knox has experience in providing financial planning and portfolio management services to individuals and businesses. Concurrent Investment Advisors, LLC is an SEC registered investment advisor. Concurrent Investment Advisors, LLC has a team of professionals who are dedicated to providing clients with personalized financial advice. Concurrent Investment Advisors, LLC offers a variety of services, including financial planning, investment management, and retirement planning.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
FL
03/31/2023 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
TX
03/05/2007 - 04/20/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (LONGVIEW TX)
TX
06/29/1992 - 03/05/2007
SOUTHWEST SECURITIES, INC. (LONGVIEW TX)
SC
04/22/1991 - 07/02/1992
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MO
08/02/1988 - 05/17/1991
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
NA
03/23/1988 - 05/31/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
IA
Issued 10/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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