Kelly Goekjian, financial advisor Athens GA

Kelly Goekjian

CRD Number: 6506911
Current Firm: Cannon Financial Strategists, Inc.

Kelly Goekjian (CRD# 6506911) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 4 years of experience in the finance industry. Kelly Goekjian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cannon Securities, Inc. Athens, GA May 2015 - Current 7
Cannon Financial Strategists Athens, GA May 2014 - Current 8
University Of Georgia Athens, GA Aug 2007 - May 2015 7
Five Bar Athens, GA Dec 2012 - Feb 2015 2
Sunshine Tan Athens, GA Jul 2012 - Aug 2013 1
Square One Fish Company Athens, GA Jun 2012 - Apr 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2018
Contact Info for Kelly L. Goekjian
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)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States


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