Kirk Douglas Knight

Employer firm

Knight And Company Wealth Advisors, LLC CRD 171840

$56.9M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting
• 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

• 10/1985 → Present
  Knight & Company Certified Public Accountants, Inc.
  Los Altos, CA
• 10/2009 → Present
  Knight And Company Wealth Advisors, Llc
  San Jose, CA

Previous Registrations

• 2010-03-19 → 2015-03-31
  Concert Wealth Management
  San Jose, CA
  Los Altos, CA

Other Businesses

1) MR. KIRK KNIGHT IS A CPA WITH KNIGHT & COMPANY CERTIFIED PUBLIC ACCOUNTANTS, INC., LOS ALTOS, CA SINCE OCTOBER 1985. THE ACCOUNTING FIRM BUSINESS IS NOT INVESTMENT-RELATED. HIS DUTIES INCLUDE: FULL RANGE OF ACCOUNTING SERVICES INCLUDING TAX PREPARATION. HE DEVOTES 125 HOURS PER MONTH TO THE ACCOUNTING FIRM BUSINESS WITH 66 OF THOSE HOURS OCCURRING DURING SECURITIES TRADING HOURS. 2) MR. KNIGHT IS ALSO SELF-EMPLOYED, PART-TIME, AS A MANAGER AT A VERY SMALL ALMOND ORCHARD; HOURS ARE FLEXIBLE.

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Corky Knight