Robert Joseph Knight
Investment adviser representative at Alliance Advisory & Securities, LLC
25 yearsExperience
1 stateRegistered in
$687.4MFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Alliance Advisory & Securities, Inc.Apr 2019 to now
- Various Insurance CarriersOct 2001 to now
- Partnervest Advisory Services, LLCNov 2004 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
Alliance Advisory & Securities, LLC
$687.4MAssets managed
675Clients
16Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4428248
- Firm CRD
- 18835