Hugh Cannon (CRD# 1159088) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 42 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prosperity Wealth Management Inc. | San Ramon, CA | Sep 2019 - Current | 4 |
| First Heartland Capital Inc. | Lake St Louis, MO | Sep 2015 - Sep 2019 | 4 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2014 - Sep 2015 | 1 |
| Cambridge Investment Research Advisors Inc. | Fairfield, IA | Jun 2014 - Sep 2015 | 1 |
| Questar Capital Corporation | Minneapolis, MN | Jun 2008 - Jun 2014 | 6 |
| Questar Asset Management | Minneapolis, MN | Jun 2008 - Jun 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1982 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1998 |
- CA
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Total Assets Under Management243MILLIONS
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Total Number of Accounts1,611ACCOUNTS
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Average Account Value$151,068
- 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
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, WA
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