Canon Capital Investment Advisory

Canon Capital Investment Advisory (CRD# 109557) is a financial advisory firm headquartered in Harleysville, PA. They manage $210,454,391 in 1,088 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    210
    MILLION
  • Total Number of Accounts
    1,088
    ACCOUNTS
  • Average Account Value
    $193,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, NY, PA

Financial Advisors at Canon Capital Investment Advisory
Showing 1 - 7 of 7 top financial advisors.
1
Marissa G. Illingworth
CRD#: 6389504
342 North Queen Street - Rear, Warehouse D, Lancaster, PA 17603

Marissa Illingworth (CRD# 6389504) is an Investment Advisor Representative working at Canon Capital Investment Advisory in Lancaster, PA and has over 7 years of experience in the finance industry.

2
Charles K. Porter
CRD#: 4929477
484 Harleysville Pike, Harleysville, PA 19438

Charles Porter (CRD# 4929477) is an Investment Advisor Representative working at Canon Capital Investment Advisory in Harleysville, PA and has over 18 years of experience in the finance industry.

3
Peter J. Roland
CRD#: 1726474
199 Telford Pike, Telford, PA 18969

Peter Roland (CRD# 1726474) is an Investment Advisor Representative working at Canon Capital Investment Advisory in Telford, PA and has over 36 years of experience in the finance industry.

4
Roger Small
CRD#: 2678611
484 Harleysville Pike, Harleysville, PA 19438

Roger Small (CRD# 2678611) is an Investment Advisor Representative working at Canon Capital Investment Advisory in Harleysville, PA and has over 28 years of experience in the finance industry.

5
Patricia A. Webb
CRD#: 4332751
484 Harleysville Pike, Harleysville, PA 19438

Patricia Webb (CRD# 4332751) is an Investment Advisor Representative working at Canon Capital Investment Advisory in Harleysville, PA and has over 24 years of experience in the finance industry.

6
Andrew D. Shapowal
CRD#: 7690333
484 Harleysville Pike, Harleysville, PA 19438

Andrew Shapowal (CRD# 7690333) is an Investment Advisor Representative working at Canon Capital Investment Advisory in Harleysville, PA and has 1 year of experience in the finance industry.

7
Andrew D. Stein
CRD#: 7365718
484 Harleysville Pike, Harleysville, PA 19438

Andrew Stein (CRD# 7365718) is an Investment Advisor Representative working at Canon Capital Investment Advisory in Harleysville, PA and has 1 year of experience in the finance industry.

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