Cannon Advisors

Cannon Advisors (CRD# 293929) is a financial advisory firm headquartered in Charlotte, NC. They manage $136,800,290 in 222 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
2108 South Boulevard, Suite 200, Charlotte, NC 28203
https://twitter.com/cannonadvisors
By the Numbers
  • Total Assets Under Management
    137
    MILLION
  • Total Number of Accounts
    222
    ACCOUNTS
  • Average Account Value
    $616,218
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, NC, NY, SC, TX

Financial Advisors at Cannon Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Barbara Bell, financial advisor Charlotte NC
Barbara A. Bell
CRD#: 6173944
2108 South Boulevard, Suite 200, Charlotte, NC 28203

Barbara Bell (CRD# 6173944) is an Investment Advisor Representative working at Cannon Advisors in Charlotte, NC and has over 10 years of experience in the finance industry.

2
Michael Boykin, financial advisor Charlotte NC
Michael R. Boykin
CRD#: 6595460
2108 South Boulevard, Suite 200, Charlotte, NC 28203

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.

3
Robert Cannon, financial advisor Charlotte NC
Robert B. Cannon
CRD#: 2748195
2108 South Boulevard, Suite 200, Charlotte, NC 28203

Robert Cannon (CRD# 2748195) is an Investment Advisor Representative working at Cannon Advisors in Charlotte, NC and has over 27 years of experience in the finance industry.

4
Jared McCutcheon, financial advisor Charlotte NC
Jared A. McCutcheon
CRD#: 6437099
2108 South Boulevard, Suite 200, Charlotte, NC 28203

Jared McCutcheon (CRD# 6437099) is an Investment Advisor Representative working at Cannon Advisors in Charlotte, NC and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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