Avery Zoe Knowles
Investment adviser representative at Family Legacy Financial Solutions, LLC
16 yearsExperience
2 statesRegistered in
$174.5MFirm assets
1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Family Legacy Financial Solutions, LLCMay 2025 to now
- Modern WoodmanJun 2024 to Aug 2024
- Academic Achieve Center UngcJun 2023 to May 2025
- NAJan 2010 to Jun 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Family Legacy Financial Solutions, LLC
$174.5MAssets managed
315Clients
5Advisers
1 yearIn 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
- 8236174
- Firm CRD
- 314351