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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Alan McKnight is an Investment Advisor Representative at Mercer Global Advisors Inc. located in Atlanta, GA. William Alan McKnight has 26 years of experience in the financial services industry. William Alan McKnight is registered with the state of Georgia and Louisiana. William Alan McKnight has passed the Series 6, Series 7, Series 63 and Series 65 exams. William Alan McKnight is also a Certified Financial Planner. William Alan McKnight is an adjunct professor of financial planning at the University of Florida, Southern New Hampshire University and the University of Maryland Global Campus. William Alan McKnight specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, selection of other advisors, trust services, estate planning and tax return preparation.
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.
Trust services, estate planning, tax return preparation, consultation
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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GA
01/04/2021 - Present
Mercer Global Advisors Inc. (Atlanta GA)
DE
12/16/1996 - 02/10/1999
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 01/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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