Michael Boykin (CRD# 6595460) is an Investment Advisor Representative working at Cannon Advisors in Charlotte, NC and has over 8 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cannon Advisors, Inc. | Charlotte, NC | Jun 2018 - Current | 5 |
| Regulus Advisors, LLC | Charlotte, NC | Dec 2015 - Mar 2024 | 8 |
| Cannon Tax & Accounting, Inc. | Charlotte, NC | Jan 2016 - Apr 2020 | 4 |
| Cannon Advisors, Inc. | Charlotte, NC | Dec 2017 - Jun 2018 | < 1 |
| Advisory Service Network, LLC | Atlanta, GA | Jan 2016 - Jun 2018 | 2 |
| Cannon Sales, Inc. | Charlotte, NC | Jan 2016 - Dec 2017 | 1 |
| Knights Of Colmbus | Concord, NC | Sep 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2016 |
- LA
- NC
-
Total Assets Under Management137MILLIONS
-
Total Number of Accounts222ACCOUNTS
-
Average Account Value$616,218
- 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
LA, NC, NY, SC, TX
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