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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)

Advisor Timeline

No timeline events available.
Experience
EmployerYearsDates
T-Lifequote.Com 5 years, 7 months Jan 2009 - Present
Kays Financial Advisory Corp 15 years, 7 months Jan 1999 - Present
Keller Grad School of Mgmt. 15 years, 11 months Sep 1998 - Present
Exams
ExamSeriesPassed Date
Uniform Investment Adviser Law ExaminationSeries 65 01/25/1997
Uniform Securities Agent State Law ExaminationSeries 63 01/18/1997

Answers and Guides

Level 16 Level 16 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 at 7am ET by dialing us in on News Radio 106.7 FM or on streaming audio at www.allnews1067.com

Social Media

Advisor Assets Under Management

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$266.0M
Total Assets
385
Clients
$690.9K
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.

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 Compensation Arrangements

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Types of Compensation Arrangements