James
Knight

Bhk Securities, LLC

CRD#2787109
Investment Advisor
in Birmingham, AL

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About this Advisor

James Knight is a financial advisor who works in Birmingham, Alabama who has 16 years of industry experience. Knight currently works for Bhk Securities, LLC. Their career trajectory has included roles at Bhk Investment Advisors, LLC and Bhk Securities, LLC. Knight holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Alabama, Louisiana and Texas. Bhk Securities, LLC is an advisory company headquartered in Birmingham, AL. It handles $104 million in total assets among its 199 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 199 customer accounts, 52% belong to high-net-worth clients who have more than $1 million in assets available to invest. The firm provides a broad range of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice largely vary depending on the financial services provided. Fee types charged by Bhk Securities, LLC most likely include asset-based and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

16 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Commissions

Office Location

2200 Lakeshore Drive Suite 250
Birmingham, AL 35209

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Bhk Securities, LLC Brokerage Details

Total Assets Under Management

$103,566,302

AL Average: $1,620,585,161
Total Number of Employees

9

AL Average: 52
Total Number of Accounts

199

AL Average: 1,560
Average Account Size

$520,434

AL Average: $1,038,837

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

James Knight Work History

James has been registered as a financial advisor for 16 years.*

2006 - Present (18 years)

Bhk Investment Advisors, LLC

2006 - Present (18 years)

Bhk Securities, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Knight to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bhk Securities, LLC

Robert Barnett
Birmingham, AL
William Beasley
Birmingham, AL
James Knight
Birmingham, AL
John Brock
Birmingham, AL
Meredyth Hazzard
Birmingham, AL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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