Unclaimed Profile

William Alan Mcknight

KAYS FINANCIAL ADVISORY CORP·ATLANTA, Georgia

Series 6, Series 7, Series 63, Series 65Clean record23 years registeredKAYS FINANCIAL ADVISORY CORP

200 GALLERIA PARKWAY SE, ATLANTA, GA 30339CRD# 2833931Firm CRD# 105873

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Alan Mcknight · ATLANTA, GA

Registration

CRD #2833931 · KAYS FINANCIAL ADVISORY CORP · 23 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Jan 2021 – present

KAYS FINANCIAL ADVISORY CORP

May 2003 – Jan 2021

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · May 1, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KAYS FINANCIAL ADVISORY CORP

CRD 105873 · SEC 801-24084

AUM

$662M

Regulatory assets under management

Employees

2,009 client accounts

Services offered by KAYS FINANCIAL ADVISORY CORP

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at KAYS FINANCIAL ADVISORY CORP →

Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ATLANTA?

Browse all registered financial advisors in ATLANTA, Georgia or claim this profile if it's yours.

Browse ATLANTA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William Alan Mcknight offer?

William Alan Mcknight specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.

What are William Alan Mcknight's credentials?

William Alan Mcknight is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Alan Mcknight located?

William Alan Mcknight is based in ATLANTA, Georgia, working with KAYS FINANCIAL ADVISORY CORP. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does William Alan Mcknight charge for services?

William Alan Mcknight's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KAYS FINANCIAL ADVISORY CORP?

KAYS FINANCIAL ADVISORY CORP has approximately 16 employees and manages $662M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →