Rory Cannon, financial advisor Union KY

Rory Cannon

CRD Number: 6213105
Current Firm: Lincoln Investment

Rory Cannon (CRD# 6213105) is an Investment Advisor Representative working at Lincoln Investment in Union, KY and has over 10 years of experience in the finance industry.

Similar Advisors
Ted Abner, financial advisor Union KY
Ted J. Abner
CRD# 6208290
Fidelity Personal And Workplace Advisors
Similar Advisors
Gregory Achten, financial advisor Union KY
Gregory G. Achten
CRD# 2076400
Ubs Financial Services Inc.
Similar Advisors
Joanna Adams, financial advisor Union KY
Joanna M. Adams
CRD# 6251091
Northwestern Mutual Investment Services,llc
Company Name Location Dates Years
Lincoln Investment Fort Washington, PA Mar 2022 - Current 2
Fidelity Brokerage Services, LLC Seattle, WA Jun 2019 - Mar 2022 2
U.s. Bancorp Investments, Inc. Coos Bay, OR Jan 2018 - May 2019 1
Charles Schwab & Company, Inc. Redmond, WA Nov 2014 - Jan 2018 3
Charles Schwab Bank Redmond, WA Nov 2014 - Jan 2018 3
U.s. Bank Coos Bay, OR Jun 2014 - Oct 2014 < 1
San Francisco City College San Francisco, CA Jan 2014 - May 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Rory P. Cannon
Phone Number: 215-887-8111
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    15,356
    MILLIONS
  • Total Number of Accounts
    200,217
    ACCOUNTS
  • Average Account Value
    $76,696
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Rory Cannon and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.