user avatar

Dickey Lee Knight

Advisor at Cetera — Clarksville, TN Lowes Drive

Updated today

Credentials

Series 63, Series 65

Experience

16 years

Location

Clarksville, TN 37040

Cetera logo

Cetera

Institution

Total advisors

10,217

Across 5,125 offices

Clients per advisor

78 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Dickey Knight is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2016, concurrently serving at Regions Bank since 2006. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary accounts.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Clarksville, TN Lowes Drive

2155 Lowes Drive

Clarksville TN 37040

Advisors at this office

1

Most active in

Tennessee · Texas

Work history

16 years of industry experience

Cetera

2016 - Present • 10 years

Clarksville, TN

Cetera Investment Services Llc

2016 - Present • 10 years

St.Cloud, MN

Regions bank

2006 - Present • 20 years

Clarksville, TN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Tj B

Series 66

Adams, TN

Narrow Road Asset Management

Tj Binkowski is a financial advisor at Narrow Road Asset Management with three years of industry experience. He holds a Series 66 designation and has held positions at firms including Edward Jones and Raymond James Financial Services Advisors, Inc. Prior to his financial career, he served six years in the U.S. Army. Binkowski also contributes written content to Seeking Alpha. Narrow Road Asset Management provides discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses a systematic, data-driven investment approach called the Narrow Road Adaptive Capital Strategy, which combines quantitative and fundamental analysis to manage exposure and mitigate downside volatility.

Active portfolio management Factor investing / smart beta
user avatar

Jeffery C

ChFC®, Series 65, Series 63

Clarksville, TN

Daline Wealth Management, LLC

Jeffery Cole is a financial advisor at Daline Wealth Management, LLC in Clarksville, TN, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has four years of industry experience, with prior roles at Terra Wealth Management, PFS Investments, Primerica Financial Services, and Carter-Jones Companies. Outside of advising, he is an author and speaker involved in marketing books and information products. Daline Wealth Management is a Tennessee-registered investment adviser serving individuals, high-net-worth clients, and businesses with discretionary portfolio management and financial planning. The firm emphasizes customized portfolio construction using low-cost mutual funds and ETFs, while incorporating tactical allocations and independent managers where appropriate.

Active portfolio management Passive / index investing
user avatar

Robert C

Series 63, Series 65

Clarksville, TN

Copeland Wealth Management, LLC

Robert Copeland is the sole advisor at Copeland Wealth Management, LLC in Clarksville, TN, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sterne Agee Financial Services since 2010. Outside of advisory work, he serves as a FINRA arbitrator and manages rental properties through a separate business. Copeland Wealth Management serves individual clients, including high-net-worth individuals, as well as institutional entities such as banks and pension plans. The firm offers discretionary portfolio management, financial planning, and tax preparation services, employing a range of investment strategies including the use of derivatives and options under client-authorized discretionary authority.

Active portfolio management Options & derivatives strategies
user avatar

Kathy E

CFP®, Series 63

Clarksville, TN

ELLIS Financial Planning

Kathy Ellis is a CFP® with 32 years of industry experience and currently practices at Ellis Financial Planning. Her prior roles include positions at Raymond James Financial and Ellis and Company Retirement Strategist. She serves as a volunteer board member for the Austin Peay State University College of Business Advisory Board and is on the finance committee at Lone Oak Baptist Church. Ellis Financial Planning provides personalized financial planning and asset management services to individuals, families, trusts, and retirement plans, emphasizing a planning-first approach and diversified, allocation-driven portfolios. The firm serves roughly 330 clients with a team of four advisors and offers tiered service programs tailored to client needs.

General retirement planning Retirement income strategy Tax-loss harvesting Charitable giving tax strategies Multi-generational wealth transfer Executive Founder/Business Owner
user avatar

Nicholas M

ChFC®, Series 63

Clarksville, TN

Financial Planning Center, LLP

Nicholas Meriwether is a financial advisor at Financial Planning Center, LLP with 28 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Financial Planning Center since 2008, as well as at A&M Brokerage, LLC from 2007 to 2019. Outside of his advisory role, he is involved in insurance services through his self-employed activities. Financial Planning Center, LLP provides fee-based financial planning and consulting to individual clients, focusing on tailored financial plans and documented investment policy statements. The firm refers clients to third-party money managers for asset management and serves primarily as a liaison rather than exercising discretionary portfolio management.

General retirement planning General tax planning Wealth management Cash flow / budgeting
user avatar

Rae Anne R

CFP®, Series 66

Clarksville, TN

Financial Planning Center, LLP

Rae Anne Reynolds is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Financial Planning Center, LLP and has prior experience at Raymond James Financial Services and Dowdy Wealth Services. Outside of advisory work, she is also an independent insurance agent focused on life insurance and annuity sales. Financial Planning Center, LLP provides fee-based financial planning and consulting services to individual clients, emphasizing tailored financial plans and documented investment policy statements. The firm typically refers clients to third-party money managers for ongoing asset management and acts as a liaison rather than exercising discretionary portfolio management.

General retirement planning General tax planning Wealth management Cash flow / budgeting
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")