Alexis McFarland, financial advisor Athens GA
88 score

Alexis McFarland

CRD Number: 6172639
Current Firm: Cannon Financial Strategists, Inc.

Alexis McFarland (CRD# 6172639) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cannon Financial Strategists, Inc. Athens, GA Aug 2013 - Current 3
Northwestern Mutual Athens, GA Apr 2013 - Jul 2013 < 1
Nextera Energy Resources Juno Beach, FL Aug 2012 - Feb 2013 < 1
Full-time Student Tallahassee, FL Jul 2004 - Aug 2012 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Alexis K. McFarland
Phone Number: 706-548-3422
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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