James CannonCRD Number: 1755987
Current Firm: Dynamic Wealth Advisors
James Cannon (CRD# 1755987) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 35 years of experience in the finance industry.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|Dynamic Advisor Solutions LLC||Phoenix, AZ||Dec 2008 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1987|
|S65||NASAA Investment Advisors Law Examination||Feb 1992|
|S66||NASAA Uniform Combined State Law Examination||Apr 2010|
Total Assets Under Management3,252MILLIONS
Total Number of Accounts12,207ACCOUNTS
Average Account Value$266,444
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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