Edward George Knight

Employer firm

Independent Advisor Alliance, LLC CRD 168267

$17.2B regulatory AUM 533 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 03/1967 → Present
  Ny Life Insurance Co
  Ft Lauderdale, FL
• 09/2009 → Present
  Lpl Financial Llc
  Plantation, FL
• 07/2010 → 02/2019
  Independent Financial Partners
  Plantation, FL
• 03/2019 → Present
  Independent Advisor Alliance
  Charlotte, NC

Previous Registrations

• 2009-09-14 → 2019-02-28
  Independent Financial Partners
  Plantation, FL
• 1995-01-03 → 2010-09-14
  Knight Financial Planning Services, Inc.
  Plantation, FL

Other Businesses

1. 12/18/2009 - NON-VARIABLE INSURANCE - NEW YORK LIFE INSURANCE COMPANY - RETIRED AGENT CONTRACT - I'VE BEEN A LICENSED AGENT WITH THE NEW YOK LIFE SINCE MARCH 1967. IN 2002, I SIGNED A RETIRED AGENT'S CONTRACT WHICH STILL ENTITLES ME TO SELL INSURANCE AND ANNUITY PRODUCTS. - 10% OF TIME - PLANTATION, FL. 2. 10/8/2012 - NON-VARIABLE INSURANCE - WHILE I AM A RETIRED BUT STILL LICENSED AGENT OF NEW YORK LIFE INSURANCE COMPANY, I WILL ON OCCASION BROKER LIFE AND HEALTH PRODUCTS WITH OTHER INSURANCE COMPANIES OTHER THAN VARIABLE PRODUCTS. - TIME SPENT 1% - PLANTATION, FL. 3. 8/30/2013 - Knight Financial Planning Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-12-13

Designations

• Chartered Financial Consultant