Charles S. Cannon

WEALTH WATCH ADVISORS,

Tigard, OR

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CRD#: 2562943

Professional summary

Charles Stewart Cannon, CFP® is a registered financial advisor currently at WEALTH WATCH ADVISORS, INC located in Tigard, Oregon.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Charles has worked at 13 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Cannon Insurance Solutions, Inc. - Investment related business - 12980 SW Katherine ST Tigard OR 97223 - 10 Hours monthly during trading hours - sales of various insurance products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Stewart Cannon's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

July 5, 2023 - Present

WEALTH WATCH ADVISORS, INC

RIA

CRD#: 172002

Tigard, OR

Past

July 21, 2022 - June 26, 2023

IMPACT PARTNERSHIP WEALTH, LLC

RIA

CRD#: 313928

TIGARD, OR

Past

December 10, 2019 - October 13, 2021

AEGIS WEALTH MANAGEMENT, INC.

RIA

CRD#: 301990

Tigard, OR

Past

January 31, 2019 - October 12, 2019

SPECIALIZED ADVISORS

RIA

CRD#: 299308

Tigard, OR

Past

October 30, 2018 - January 24, 2019

SECURE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 141195

Tigard, OR

Past

March 11, 2003 - December 20, 2006

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

LAKE OSWEGO, OR

Past

March 11, 2003 - December 20, 2006

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

LAKE OSWEGO, OR

Past

November 18, 2002 - April 14, 2003

SIGNATOR INVESTORS, INC.

RIA

CRD#: 468

LAKE OSWEGO, OR

Past

June 18, 2002 - April 14, 2003

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Past

May 1, 2001 - June 10, 2002

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

December 22, 2000 - May 3, 2001

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

June 19, 1996 - December 20, 2000

SENTRA SECURITIES CORPORATION

CRD#: 10249

PHOENIX, AZ

Past

December 6, 1994 - March 18, 1996

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

December 6, 1994 - March 18, 1996

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WEALTH WATCH ADVISORS, INC

CRD#: 172002 / SEC#: 801-96180

RIA

Registered Investment Advisory firm - (5/6/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(7/5/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/14/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/5/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/31/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/5/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WEALTH WATCH ADVISORS, INC

CRD#: 172002 / SEC#: 801-96180

RIA

Registered Investment Advisory firm - (5/6/2015 Approved)

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Contact information

Main Address

S Valley Hwy 8310, Englewood, CO 80112

Mailing Address

Phone number

(855) 822-3708

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	3,556
AUM (Assets Under Management)	$ 473,650,570

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Charles S. Cannon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Stewart Cannon's CRS (Customer Relationship Summary).

Certified licenses

Experience

IMPACT PARTNERSHIP WEALTH, LLC

AEGIS WEALTH MANAGEMENT, INC.

SPECIALIZED ADVISORS

SECURE INVESTMENT MANAGEMENT, LLC

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

MUTUAL SERVICE CORPORATION

SECURIAN FINANCIAL SERVICES, INC.

SENTRA SECURITIES CORPORATION

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

WEALTH WATCH ADVISORS, INC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/14/2001

Series 63

Date: 12/5/1994

Series 7

Date: 8/31/2001

Series 6

Date: 12/5/1994

Current Firm

WEALTH WATCH ADVISORS, INC

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTH WATCH ADVISORS, INC

TRUST BUT VERIFY

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