Kevin Vancise (CRD# 7437409) 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.
CRD# 3012105
Lpl Financial LLC
CRD# 6794724
Arch Financial Planning, LLC
CRD# 6374744
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Cannon Financial Strategists, Inc. | Athens, GA | Jun 2021 - Current | 2 |
University Of Georgia | Athens, GA | Aug 2017 - May 2021 | 3 |
Cannon Financial Strategists, Inc. | Athens, GA | Jan 2020 - Apr 2021 | 1 |
College Fresh - Sigma Kappa Sorority House | Athens, GA | Sep 2019 - Apr 2020 | < 1 |
Atlanta Financial Associates | Atlanta, GA | May 2019 - Aug 2019 | < 1 |
University Of Georgia - Snelling Dining Commons | Athens, GA | Jan 2019 - May 2019 | < 1 |
Sonny's Bbq | Warner Robins, GA | May 2017 - Aug 2017 | < 1 |
Westfield School | Perry, GA | Aug 2011 - May 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- GA
-
Total Assets Under Management1,347MILLIONS
-
Total Number of Accounts2,837ACCOUNTS
-
Average Account Value$474,829
- 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
- Other
AL, FL, GA, KS, LA, NC, SC, TN, TX
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