James Lyle Cannon
Professional Summary
James Lyle Cannon is a registered financial advisor currently at CSENGE ADVISORY GROUP, LLC located in Cookeville, Tennessee and INTEGRITY ALLIANCE, LLC. located in Cookeville, Tennessee. James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. James has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
LEGACY PATH ADVISORS LLC
ACT ADVISORS
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
EDELMAN FINANCIAL ENGINES
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
LEGACY PATH ADVISORS LLC
ACT ADVISORS
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
EDELMAN FINANCIAL ENGINES
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
LEGACY PATH ADVISORS LLC
ACT ADVISORS
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
EDELMAN FINANCIAL ENGINES
Disclosures on record.
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.
Similar Advisors
LEGACY PATH ADVISORS LLC
ACT ADVISORS
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
EDELMAN FINANCIAL ENGINES
Years of Experience
28 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
LEGACY PATH ADVISORS LLC
ACT ADVISORS
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
EDELMAN FINANCIAL ENGINES
Current Firm
ACUMEN3 | WEBB FINANCIAL CONSULTANTS | WEALTH TRANSFER CONSULTANTS | WEALTH STRATEGIES | WAYFINDER WEALTH | WAKEFIELD VENTURE GROUP | VERITY FINANCIAL | SAPERS & WALLACK | RADIAN PARTNERS | POLARIS WEALTH MANAGEMENT | POLARIS ADVICE | PENNJERDEL INSURANCE CONSULTANTS, INC. | PARK SQUARE FINANCIAL GROUP, LLC | PARESHAH PARTNERS LLC | PARAGON PARTNERS, LLC | PARAGON PARTNERS | NAVITAS WEALTH ADVISORS | MORRISON WEALTH ADVISORS | MAIN LINE FINANCIAL ADVISORS | JK JONES FINANCIAL | J. ROBERTS CAPITAL, INC. | INVESTMENT PLANNING & MANAGEMENT | IMPACT WEALTH ADVISORS | HOSTETLER FINANCIAL, LLC | HIGHRIDGE ADVISORY | HESS-SEGAL | GOLDLAKE CAPITAL PARTNERS | FINANCIAL SUCCESS STRATEGIES, LLC | FIDELIS FINANCIAL STRATEGIES | ELEY-GRAHAM-AUSTGEN | DRAPER FINANCIAL GROUP | DESTINY FINANCIAL GROUP | DECIMA WEALTH CONSULTING | DALAL CAPITAL | CSENGE ADVISORY GROUP, LLC | CORLEY & KENT, LLC | CONNECT ADVISORY GROUP | COMPASS ADVISORY PARTNERS LLC | COLTER-DENNIS | CINDER WEALTH ADVISORS | CASSIDY & COMPANY | CANNON, CLARK HOLMAN & ASSOCIATES | ATHENIAN PRIVATE CLIENT GROUP
Contact Information
Main Address
4755 East Bay Drive, Clearwater, FL 33764Phone Number
(727) 437-6000# of Employees
74SEC notice filing (45 States and Territories)
Registered to provide investment advisory services in 45 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
14,361AUM (Assets Under Management)
$3,169,721,491Similar Advisors
LEGACY PATH ADVISORS LLC
ACT ADVISORS
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
EDELMAN FINANCIAL ENGINES
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
LEGACY PATH ADVISORS LLC
ACT ADVISORS
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
EDELMAN FINANCIAL ENGINES
Primary Firm SEC Registration
ACUMEN3 | WEBB FINANCIAL CONSULTANTS | WEALTH TRANSFER CONSULTANTS | WEALTH STRATEGIES | WAYFINDER WEALTH | WAKEFIELD VENTURE GROUP | VERITY FINANCIAL | SAPERS & WALLACK | RADIAN PARTNERS | POLARIS WEALTH MANAGEMENT | POLARIS ADVICE | PENNJERDEL INSURANCE CONSULTANTS, INC. | PARK SQUARE FINANCIAL GROUP, LLC | PARESHAH PARTNERS LLC | PARAGON PARTNERS, LLC | PARAGON PARTNERS | NAVITAS WEALTH ADVISORS | MORRISON WEALTH ADVISORS | MAIN LINE FINANCIAL ADVISORS | JK JONES FINANCIAL | J. ROBERTS CAPITAL, INC. | INVESTMENT PLANNING & MANAGEMENT | IMPACT WEALTH ADVISORS | HOSTETLER FINANCIAL, LLC | HIGHRIDGE ADVISORY | HESS-SEGAL | GOLDLAKE CAPITAL PARTNERS | FINANCIAL SUCCESS STRATEGIES, LLC | FIDELIS FINANCIAL STRATEGIES | ELEY-GRAHAM-AUSTGEN | DRAPER FINANCIAL GROUP | DESTINY FINANCIAL GROUP | DECIMA WEALTH CONSULTING | DALAL CAPITAL | CSENGE ADVISORY GROUP, LLC | CORLEY & KENT, LLC | CONNECT ADVISORY GROUP | COMPASS ADVISORY PARTNERS LLC | COLTER-DENNIS | CINDER WEALTH ADVISORS | CASSIDY & COMPANY | CANNON, CLARK HOLMAN & ASSOCIATES | ATHENIAN PRIVATE CLIENT GROUP
State Registrations and Notice Filings
(11/3/2025)
(11/4/2025)
(11/3/2025)
(11/3/2025)
(11/3/2025)
(11/12/2025)
(11/3/2025)
(6/17/2022)
(11/3/2025)
(11/3/2025)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1998About the Series 6 examSRO Registrations
Similar Advisors
LEGACY PATH ADVISORS LLC
ACT ADVISORS
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
EDELMAN FINANCIAL ENGINES
CRS (Client Relationship Summary) - RIA
Click below to view James Lyle Cannon's CRS (Customer Relationship Summary).
Similar Advisors
LEGACY PATH ADVISORS LLC
ACT ADVISORS
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
EDELMAN FINANCIAL ENGINES