Zachary Alan Knable

Employer firm

Kingsview Wealth Management, LLC CRD 148107

$8.96B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2011 → 07/2022
  Wells Fargo Bank Na
  Sharon Hill, PA
• 09/2011 → 11/2016
  Wells Fargo Advisors Llc
  Sharon Hill, PA
• 11/2016 → 07/2022
  Wells Fargo Clearing Services, Llc
  Sharon Hill, PA
• 07/2022 → Present
  Kingsview Wealth Management Llc
  West Chester, PA
• 07/2022 → Present
  Kingsview Partners Llc
  Grants Pass, OR

Previous Registrations

• 2014-07-28 → 2022-08-04
  Wells Fargo Clearing Services, Llc
  Radnor, PA
  Drexel Hill, PA
  Sharon Hill, PA
  Wayne, PA
  Glen Mills, PA
  Folsom, PA
  Ridley Park, PA
  Kennett Square, PA
  Springfield, PA
  Oxford, PA

Other Businesses

RENTAL PROPERTY; INV RELATED; PHILADELPHIA, PA; 100% OWNER; START 2/1/2014; 0.5 HOURS PER MONTH, 0 DURING TRADING; LANDLORD.

Exams

• S66 Uniform Combined State Law Examination
  2014-07-28
• S63 Uniform Securities Agent State Law Examination
  2011-11-08

Other Names

• Zachary Knable