James Middleton, financial advisor Athens GA
73 score

James Middleton

CRD Number: 5624164
Current Firm: Cannon Financial Strategists, Inc.

James Middleton (CRD# 5624164) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Cannon Financial Athens, GA Dec 2010 - Current 5
Cannon Financial Strategists, Inc. Athens, GA Nov 2008 - Current 7
Diversified Investors Securities Corp. Athens, GA Dec 2009 - Dec 2010 1
East West Bistro Athens, GA Mar 2004 - Oct 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for James A. Middleton
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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