Cannon Wealth Management Services

Cannon Wealth Management Services (CRD# 323302) is a financial advisory firm headquartered in Winston Salem, NC. They manage $176,450,047 in 882 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
2160 Country Club Road, Winston Salem, NC 27104
https://www.facebook.com/cannonwealthmanagement//
By the Numbers
  • Total Assets Under Management
    176
    MILLION
  • Total Number of Accounts
    882
    ACCOUNTS
  • Average Account Value
    $200,057
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, NC, SC, TX, VA

Financial Advisors at Cannon Wealth Management Services
Showing 1 - 6 of 6 top financial advisors.
1
William Amburn, financial advisor King NC
William B. Amburn
CRD#: 4580843
219 Moore Road, King, NC 27021

William Amburn (CRD# 4580843) is an Investment Advisor Representative working at Cannon Wealth Management Services in King, NC and has over 13 years of experience in the finance industry.

2
Cindy Edwards, financial advisor Winston Salem NC
Cindy L. Edwards
CRD#: 2374998
2160 Country Club Road, Winston Salem, NC 27104

Cindy Edwards (CRD# 2374998) is an Investment Advisor Representative working at Cannon Wealth Management Services in Winston Salem, NC and has over 20 years of experience in the finance industry.

3
Matthew Hearn, financial advisor Winston Salem NC
Matthew D. Hearn
CRD#: 4808922
2160 Country Club Road, Winston Salem, NC 27104

Matthew Hearn (CRD# 4808922) is an Investment Advisor Representative working at Cannon Wealth Management Services in Winston Salem, NC and has over 19 years of experience in the finance industry.

4
Joseph Perkins, financial advisor Winston Salem NC
Joseph C. Perkins
CRD#: 6620408
2160 Country Club Road, Winston Salem, NC 27104

Joseph Perkins (CRD# 6620408) is an Investment Advisor Representative working at Cannon Wealth Management Services in Winston Salem, NC and has over 7 years of experience in the finance industry.

5
Carol Uselman, financial advisor Winston Salem NC
Carol A. Uselman
CRD#: 4396257
2160 Country Club Road, Winston Salem, NC 27104

Carol Uselman (CRD# 4396257) is an Investment Advisor Representative working at Cannon Wealth Management Services in Winston Salem, NC and has over 22 years of experience in the finance industry.

6
Raymond Wilcox, financial advisor Winston Salem NC
Raymond H. Wilcox
CRD#: 4255308
2160 Country Club Road, Winston Salem, NC 27104

Raymond Wilcox (CRD# 4255308) is an Investment Advisor Representative working at Cannon Wealth Management Services in Winston Salem, NC and has over 23 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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