Cannon Financial Strategists, Inc.

Cannon Financial Strategists, Inc. (CRD# 133509) is a financial advisory firm headquartered in Athens, GA. They manage $141,804,000 in 408 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    142
    MILLION
  • Total Number of Accounts
    408
    ACCOUNTS
  • Average Account Value
    $347,559
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Cannon Financial Strategists, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Louis N. Pappas
CRD#: 5032986
649-8 South Milledge Ave, Athens, GA 30605
96
Wealthminder
score

Louis Pappas (CRD# 5032986) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 10 years of experience in the finance industry. Louis Pappas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joe B. Stallings
CRD#: 4637065
649-8 S. Milledge Ave, Athens, GA 30605
96
Wealthminder
score

Joe Stallings (CRD# 4637065) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 13 years of experience in the finance industry. Joe Stallings has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jeffrey J. Young
CRD#: 4712342
649-8 South Milledge Ave, Athens, GA 30605
96
Wealthminder
score

Jeffrey Young (CRD# 4712342) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 13 years of experience in the finance industry.

4
Kelly L. Dixon
CRD#: 5854982
649-8 South Milledge Ave, Athens, GA 30605
93
Wealthminder
score

Kelly Dixon (CRD# 5854982) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 5 years of experience in the finance industry.

5
George H. Williams
CRD#: 710072
649-8 South Milledge Ave, Athens, GA 30605
93
Wealthminder
score

George Williams (CRD# 710072) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 22 years of experience in the finance industry.

6
Phillip K. Yancey
CRD#: 2529600
649-8 South Milledge Ave, Athens, GA 30605
93
Wealthminder
score

Phillip Yancey (CRD# 2529600) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 7 years of experience in the finance industry.

7
Jack W. Reilley
CRD#: 6232579
649-8 South Milledge Ave, Athens, GA 30605
89
Wealthminder
score

Jack Reilley (CRD# 6232579) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 2 years of experience in the finance industry.

8
Alexis K. McFarland
CRD#: 6172639
649-8 South Milledge Ave, Athens, GA 30605
88
Wealthminder
score

Alexis McFarland (CRD# 6172639) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 2 years of experience in the finance industry.

9
James A. Middleton
CRD#: 5624164
649-8 South Milledge Ave, Athens, GA 30605
73
Wealthminder
score

James Middleton (CRD# 5624164) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 6 years of experience in the finance industry.

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