Cannon Financial Strategists, Inc.

Cannon Financial Strategists, Inc. (CRD# 133509) is a financial advisory firm headquartered in Athens, GA. They manage $327,582,199 in 777 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    328
    MILLION
  • Total Number of Accounts
    777
    ACCOUNTS
  • Average Account Value
    $421,599
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 - 10 of 14 top financial advisors.
1
John R. Cole
CRD#: 4008543
649-8 South Milledge Ave, Athens, GA 30605
96
Wealthminder
score

John Cole (CRD# 4008543) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 18 years of experience in the finance industry.

2
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 12 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.

3
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 14 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.

4
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 14 years of experience in the finance industry.

5
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 7 years of experience in the finance industry.

6
Matthew R. Goyen
CRD#: 5416828
649-8 South Milledge Ave, Athens, GA 30605
93
Wealthminder
score

Matthew Goyen (CRD# 5416828) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 9 years of experience in the finance industry.

7
Jay J. Merritt
CRD#: 4297350
Leesburg, GA
93
Wealthminder
score

Jay Merritt (CRD# 4297350) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Leesburg, GA and has over 17 years of experience in the finance industry.

8
David C. Reed
CRD#: 2150127
649-8 South Milledge Ave, Athens, GA 30605
93
Wealthminder
score

David Reed (CRD# 2150127) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 26 years of experience in the finance industry.

9
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 23 years of experience in the finance industry.

10
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 9 years of experience in the finance industry.

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