John Knox (CRD# 4018896) is an Investment Advisor Representative working at Avantax Advisory Services in Nesconset, NY and has over 24 years of experience in the finance industry.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John J Knox, Cpa | Nesconset, NY | Dec 2021 - Current | 2 |
| Avantax Investment Services, Inc. | Nesconset, NY | Oct 2019 - Current | 4 |
| Avantax Advisory Services | Nesconset, NY | Oct 2019 - Current | 4 |
| Avantax Insurance Services, Inc. | Nesconset, NY | Mar 2006 - Current | 18 |
| Albrecht Viggiano Zureck & Co Inc. | Hauppauge, NY | Aug 1980 - Dec 2021 | 41 |
| 1st Global Advisors, Inc. | Hauppauge, NY | Jun 2007 - Oct 2019 | 12 |
| 1st Global Capital Corp | Hauppauge, NY | Sep 1999 - Oct 2019 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 1999 |
- NY
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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