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Avery Zoe Knowles

Family Legacy Financial Solutions, LLC

Cary, NC

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Current Employers
Family Legacy Financial Solutions, Llc

6501 Weston Pkwy Suite #300, Cary, NC 27513 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-03-10
TX RA APPROVED 2026-03-10
  • NC RA
    APPROVED
    Since 2026-03-10
  • TX RA
    APPROVED
    Since 2026-03-10

Branch Locations

6501 Weston Pkwy Suite #300, Cary, NC 27513 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Academic Achieve Center Ungc Greensboro NC 06/2023 05/2025
Family Legacy Financial Solutions, Llc Cary NC 05/2025 Present
Modern Woodman Raleigh NC 06/2024 08/2024
Na Durham NC 01/2010 06/2024
  • 06/2023 → 05/2025
    Academic Achieve Center Ungc
    Greensboro, NC
  • 05/2025 → Present
    Family Legacy Financial Solutions, Llc
    Cary, NC
  • 06/2024 → 08/2024
    Modern Woodman
    Raleigh, NC
  • 01/2010 → 06/2024
    Na
    Durham, NC
Other Businesses

Sell Art

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-02
  • S65 Uniform Investment Adviser Law Examination
    2025-08-02
Other Names
  • Avery Knowles

View on SEC IAPD

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Other Offices

VERATIS ADVISORS, INC. · CARY, NC
RFG ADVISORY, LLC · Cary, NC
EDWARD JONES · CARY, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
TRUIST ADVISORY SERVICES, INC. · CARY, NC
COMPERIO RETIREMENT CONSULTING, INC. · CARY, NC
WEALTHSHIELD PARTNERS, LLC · CARY, NC

More in Cary, NC

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