Alexis McFarlandCRD 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 3 years of experience in the finance industry.
Cetera Advisors LLC
Elwood & Goetz Wealth Advisory Group, LLC
State Farm Investment Management Corp.
|Cannon Financial Strategists, Inc.||Athens, GA||Aug 2013 - Current||4|
|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|
Total Assets Under Management142MILLIONS
Total Number of Accounts408ACCOUNTS
Average Account Value$347,559
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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