Paul D. Knott,  CFP<sup>&reg;</sup> - Financial Advisor

Paul D. Knott, CFP®

CPA/PFS,

Managing Partner

Old North State Wealth Management, LLC

1430 Commonwealth Dr., Suite 200
Wilmington, NC 28403
FINANCIAL ADVISOR'S WEBSITE
(910) 509-3800

General

Paul Knott is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Old North State Wealth Management, LLC in Wilmington, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance: NC, SC, FL, TX, IN, VA, ME, NY, MA, MD, WV, FL, OH
  • Fixed annuities: NC
  • Variable annuities: NC, SC, FL, TX, IN, VA, ME, NY, MA, MD, WV, FL, OH

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Insurance, Long-term Care, Sudden Wealth, Special Needs, Personal Taxes

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