Cannon Wealth Group LLC

Cannon Wealth Group LLC (CRD# 173633) is a financial advisory firm headquartered in , . They manage $9,054,252 in 23 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $393,663
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
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.

CA, MD

Financial Advisors at Cannon Wealth Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
James O. Cannon
CRD#: 5931557
Bethesda, MD
90
Wealthminder
score

James Cannon (CRD# 5931557) is an Investment Advisor Representative working at Cannon Wealth Group LLC in Bethesda, MD and has over 5 years of experience in the finance industry.

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