Kevin James Mcknight
Investment adviser representative at Citizens Securities, Inc.
29 yearsExperience
1 stateRegistered in
$12.9BFirm assets
23 yearsFirm in business
Are you Kevin James Mcknight? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Citizens Securities, Inc.Aug 2026 to now
- Wells Fargo Clearing Services, LLCJun 2022 to Aug 2026
- Wells Fargo Bank, NANov 2019 to Aug 2026
- Hollywood CasinoApr 2018 to Nov 2019
- Franco's Lawn CareApr 2018 to Oct 2018
- UnemployedJul 1997 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 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
- 7589837
- Firm CRD
- 39550