Avery Knowles has been an investment adviser representative at Family Legacy Financial Solutions since March 2026, and is not listed among the firm’s executive officers or direct owners.
Family Legacy Financial Solutions, LLC is a Cary, NC firm with $175M under management, 315 clients and 5 advisers in one office, as of its March 2026 filing.
- – present · under a yearCary, NC · Adviser representative · Firm CRD 314351
Investment adviser representative registrations
Avery Knowles is registered as an investment adviser representative in 2 states. Each was approved in March 2026.
- North CarolinaSince 10 March 2026
- TexasSince 10 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 August 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Avery Zoe Knowles
- CRD
- 8236174
- Firm
- Family Legacy Financial Solutions · CRD 314351
- Office
- 6501 WESTON PKWY, SUITE #300, Cary, NC 27513
- Registration
- Investment adviser registration
- In the industry since
- March 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Avery Knowles work?
Avery Knowles is an investment adviser representative registered through Family Legacy Financial Solutions, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Avery Knowles a financial advisor?
Yes. Avery Knowles has a current investment-adviser registration in North Carolina and Texas, through Family Legacy Financial Solutions since March 2026.
How many years of experience does Avery Knowles have?
Avery Knowles has 0 years in the financial industry, since March 2026, across 1 adviser firm.
What exams has Avery Knowles passed?
Avery Knowles passed the Series 65 in August 2025.
Where is Avery Knowles based?
Avery Knowles’ registered office is in Cary, NC.
Is Avery Knowles registered with FINRA?
No. Avery Knowles has no current broker registration.
How can I verify Avery Knowles’ record?
Search CRD 8236174 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Avery Knowles’ full registration record.