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William Thomas Knight

Legend Financial Advisors Inc

Pittsburgh, PA

CRD 5840840

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Employer firm

Legend Financial Advisors Inc CRD 108207

$390M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Legend Financial Advisors Inc

5700 Corporate Drive Suite 350, Pittsburgh, PA 15237 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-01-03
TX RA APPROVED 2022-01-03
  • PA RA
    APPROVED
    Since 2022-01-03
  • TX RA
    APPROVED
    Since 2022-01-03

Branch Locations

5700 Corporate Drive Suite 350, Pittsburgh, PA 15237 • 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
Self-Employed Pittsburgh PA 08/2013 01/2020
Inpax Academy Llc Pittsburgh PA 12/2019 03/2020
Legend Financial Advisors, Inc. Pittsburgh PA 02/2020 Present
Legend Financial Advisors Inc Pittsburgh PA 02/2020 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-09-21
  • S65 Uniform Investment Adviser Law Examination
    2010-09-21
Designations
  • Certified Financial Planner

View on SEC IAPD

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