Richard
Knight

Truist Advisory Services, Inc

CRD#6693627
Investment Advisor
in Melbourne, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Richard Knight is a certified financial planner operating out of Melbourne, Florida with 6 years of relevant experience. Knight is on the advisory team at Truist Advisory Services, Inc. During their career, Knight has held roles at Suntrust Investment Services, Inc, Florida Army National Guard, Suntrust Bank, Bank Of America and Suntrust Advisory Services LLC. Knight holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida, Louisiana and Rhode Island. Truist Advisory Services, Inc is a financial advisory company operating out of Atlanta, GA. It has offices in 3,373 locations and a total of 2,842 financial advisors. It manages $53 billion in assets under management between its 125,600 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 85 charitable organizations. Of its 125,600 customer accounts, just 12% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Truist Advisory Services, Inc provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Financial advisory fee schedules vary depending on which services are provided. Fee types charged by Truist Advisory Services, Inc can consist of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8226 North Wickman
Melbourne, FL 32940

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

FL Average: $3,570,121,308
Total Number of Employees

2,842

FL Average: 58
Total Number of Accounts

125,600

FL Average: 1,608
Average Account Size

$423,328

FL Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Richard Knight Work History

Richard has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Suntrust Investment Services, Inc

2016 - Present (8 years)

Suntrust Advisory Services LLC

2010 - Present (14 years)

Florida Army National Guard

2014 - 2016 (2 years)

Suntrust Bank

2012 - 2014 (2 years)

Bank Of America

*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 Richard 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 Truist Advisory Services, Inc

Steven Wiltshire
Pompano Beach, FL
Billie Charlton
Myrtle Beach, SC
Kevin Loftin
Charlotte, NC
Stephen Valeri
Tampa, FL
Philip Verde
Fort Lauderdale, FL
Susan Seitter
Richmond, VA
Kathryn Miller
Merritt Island, FL
Rebecca Epperly
Miami Beach, FL

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started