Cannon Financial Strategists, Inc.
Cannon Financial Strategists, Inc. (CRD# 133509) is a financial advisory firm headquartered in Athens, GA. They manage $1,125,380,893 in 2,269 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management1,125MILLION
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Total Number of Accounts2,269ACCOUNTS
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Average Account Value$495,981
- 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
- Pension consulting services
- Other
AL, FL, GA, LA, NC, SC, TN, TX
Kristen Bell (CRD# 6996935) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 3 years of experience in the finance industry. Kristen Bell 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.
Stephen Cavanaugh (CRD# 4267559) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 21 years of experience in the finance industry. Stephen Cavanaugh 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.
John Cole (CRD# 4008543) 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.
Kelly Dixon (CRD# 5854982) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 11 years of experience in the finance industry.
Kelly Goekjian (CRD# 6506911) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 4 years of experience in the finance industry. Kelly Goekjian 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.
Matthew Goyen (CRD# 5416828) 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. Matthew Goyen 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.
Judge Johnson (CRD# 6780676) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 3 years of experience in the finance industry.
Stephen Kuzniak (CRD# 6726947) 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. Stephen Kuzniak 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.
James Middleton (CRD# 5624164) 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.
Jonathan North (CRD# 6210902) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 8 years of experience in the finance industry.