Joseph Lane Knox

Current Employers

Employment History

• 03/2007 → 03/2023
  Raymond James Financial Services
  Longview, TX
• 01/2009 → 03/2023
  Raymond James Financial Services Advisors, Inc
  Longview, TX
• 09/2012 → Present
  Joe L. Knox, Llc
  Longview, TX
• 04/2007 → Present
  Eagle Capital Advisors
  Longview, TX
• 03/2023 → Present
  Concurrent Investment Advisors Llc
  Longview, TX
• 08/2012 → 11/2022
  Real Estate
  Longview, TX
• 03/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2009-01-02 → 2023-04-20
  Raymond James Financial Services Advisors, Inc
  Longview, TX
  Longview, TX
• 2007-03-09 → 2009-01-02
  Raymond James Financial Services, Inc.
  Longview, TX
  Dallas, TX
  Longview, TX
• 1992-06-29 → 2007-03-05
  Hilltop Securities Inc.
  Longview, TX
  Longview, TX

Other Businesses

(1) 1. Concurrent Investment Advisors, LLC d/b/a Eagle Capital Advisors 2. Investment Related - Yes 3. See registered location 4. RIA 5. Financial Advisor 6. 3/31/2027. 160 8.160 9. oversite / and advisory services to fee biased accounts (2) 1. Fixed Insurance/Annuity 2. Investment Related - Yes 3. See registered location. 4. Fixed Insurance/Annuity 5. Agent 6. 3/31/2023 7. 1 8. 1 9. Provide insurance advice based on the needs of client(s). (3) 1. PKSF 2. Investment Related - Yes 3. See register location. 4. Fixed Insurance/Annuity 5. Agent 6. 3/31/2023 7. 1 8. 1 9. Provide insurance advice based on the needs of client(s). (4) 1. Joseph Lane Knox LLC 2. Investment Related - No 3. See registered location. 4. Expense Company 5. Owner 6. 4/1/2007 7. 0 8. 0 9. Expense company used to pay bills and the RIA our for office

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-16
• S63 Uniform Securities Agent State Law Examination
  1988-02-26

Other Names

• Joseph Lane Knox
• Joe Lane Knox
• Joseph L Knox