Roger Small (CRD# 2678611) is an Investment Advisor Representative working at Canon Capital Investment Advisory in Harleysville, PA and has over 28 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Canon Capital Investment Advisory | Harleysville, PA | May 2022 - Current | 1 |
| Canon Capital Investment Advisory | Harleysville, PA | Jun 1995 - May 2022 | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 1995 |
- PA
-
Total Assets Under Management210MILLIONS
-
Total Number of Accounts1,088ACCOUNTS
-
Average Account Value$193,432
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NC, NY, PA
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