Cannon WrayCRD Number: 5533307
Current Firm: Woodbury Financial Services, Inc.
Cannon Wray (CRD# 5533307) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Phoenix, AZ and has over 6 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Advisor Group||Phoenix, AZ||Jul 2015 - Current||2|
|Charles Schwab & Company, Inc.||Phoenix, AZ||May 2011 - Jun 2015||4|
|D.a. Davidson & Company||Moscow, ID||Aug 2009 - Apr 2011||1|
|Best Western||Moscow, ID||Jun 2009 - Jul 2009||< 1|
|University Of Idaho||Moscow, ID||Aug 2006 - May 2009||2|
|Cornerstone Financial||Idaho Falls, ID||Jun 2008 - Aug 2008||< 1|
|K-mart||Idaho Falls, ID||May 2008 - Jun 2008||< 1|
|Green Foundations||Boise, ID||Jun 2007 - Aug 2007||< 1|
|Unemployed||Moscow, ID||May 2007 - Jun 2007||< 1|
|Mister Car Wash||Boise, ID||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2011|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV