Inactive

Avery Zoe Knowles

Family Legacy Financial Solutions, LLC

CRD 8236174

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Employer firm

Family Legacy Financial Solutions, LLC CRD 314351

$175M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Periodicals / newsletters
Educational seminars
BOOK AUTHOR

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

Current Employers

Family Legacy Financial Solutions, Llc

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

Code	Exam	Date
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

Nearby Firms

VERATIS ADVISORS, INC.

RFG ADVISORY, LLC

Nearby Investors

STEPHEN DREW SIMPSON

LIAM BRIAN JOHNSON

DEREK THOMPSON WILLIAMS

Nearby Offices

VERATIS ADVISORS, INC. · CARY, NC

RFG ADVISORY, LLC · Cary, NC

EDWARD JONES · CARY, NC

More in Cary, NC

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