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Alan McKnight, MBA, CFP®

Alan McKnight, MBA, CFP®

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Information

Other Names: William Alan McKnight
Firm:
Type: RIA
Description

Alan McKnight, MBA, CFP® is Vice President/Partner and Manager of Client Relations for Kays Financial Advisory Corporation. His primary responsibility is to assist clients in clarifying their financial goals and objectives and to recommend those strategies that will help them achieve financial success. Alan helps to ensure ...(see more)

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Answers and Guides

Level 17 Level 17 Contributor 11 Answers and 0 Financial Guides

Top Answers

Answered Apr 26, 2012 near Atlanta, GA
19 votes
The simple answer to your question is that all other things being equal, a 1% difference is huge over time. Now that begs the question, is the 1% that I am paying an active mutual fund manager going to give me better performance than simply uisng an ...(more)
Answered Apr 26, 2012 near Atlanta, GA
15 votes
There is not set rule or answer to this question. While a single premium immediate fixed annuity (SPIA) can give an investor an income stream that he or she cannot outlive, most of the SPIAs have pretty low payouts and internal rates of return because ...(more)
Answered May 21, 2012 near Atlanta, GA
14 votes
Keep in mind since SBUPX is a B share fund that you may be subject to a back end load (contigent deferred sales charge CDSC) that typically lasts about 5 years from the date of purchase on a typcial B share fund. The custodian would know if there is ...(more)
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Top Guides

Alan McKnight, MBA, CFP® has not contributed any Financial Guides.
*Answers and guides are provided without compensation.

Advisor Information

Articles/Publications

Smart Money Radio Show

We invite you to listen to our weekly radio show Smart Money. If you have any questions on any financial topic that you would like us to answer live and on the air, feel free to e-mail us at questions@smartmoneyguys.com. Each week our show Smart Money covers a broad range of financial topics, including investing, insurance, taxes, planning for your retirement, estate planning and putting your kids through college just to name a few. You can tune in each and every Saturday morning from 10am to 11am ET by dialing us in on Atlanta’s 2nd largest talk radio station, 640 AM WGST The Talk of Atlanta or on streaming audio at www.wgst.com.

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Advisor Assets Under Management

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$146.4M
Total Assets
350
Clients
$418.2K
Estimated Average Account Balance Per Client
*An individual AUM and number of accounts has been entered by the advisor and has not been verified.

Firm Client Types

Individuals
High Net Worth Individuals
Pension and Profit Sharing Plans

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Experience and Employment History

Employer Years Dates
T-Lifequote.Com 5 years, 3 months Jan 2009 - Present
Kays Financial Advisory Corp 15 years, 3 months Jan 1999 - Present
Keller Grad School of Mgmt. 15 years, 7 months Sep 1998 - Present
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 10/16/2013, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

Regulator
License Status
Registered
Disclosures

No Disclosures Found

As of Date
10/16/2013
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.

Advisor Exams

Exam Series Passed Date
Uniform Investment Adviser Law Examination Series 65 01/25/1997
Uniform Securities Agent State Law Examination Series 63 01/18/1997

Advisor Compensation Arrangements

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Types of Compensation Arrangements