James Lyle Cannon | Financial Professional | Cookeville, Tennessee | CSENGE ADVISORY GROUP, LLC

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.

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.

1) CANNON FINANCIAL POSITION: Owner NATURE: CANNON FINANCIAL; position: owner; nature: insurance sales; investment related: yes; number of hours: 5; investment related hours: 5; start date: 01/01/1999; address: 1151 a south willow avenue, cookeville tn 38506; description: insurance sales/service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1999 ADDRESS: 1151A South Willow Ave, Cookeville TN 38506, United States DESCRIPTION: Insurance Sales 2) MTW PROPERTIES POSITION: Investor NATURE: Real Estate Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/10/2000 ADDRESS: 1151A South Willow Ave, Cookeville TN 38506, United States DESCRIPTION: Oversee real estate 3) CANNON CLARK HOLMAN CPAS POSITION: Employee NATURE: CPA Firm INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 06/01/2000 ADDRESS: 1151A South Willow Ave, Cookeville TN 38506, United States DESCRIPTION: Tax preparer 4) CSENGE POSITION: Contract NATURE: I am an IAR for this RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2022 ADDRESS: 1151A South Willow Ave, Cookeville TN 38506, United States DESCRIPTION: IAR for this RIA 5) COMPASS POSITION: Contract NATURE: I am IAR for this RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2015 ADDRESS: 1151A South Willow Ave, Cookeville TN 38506, United States DESCRIPTION: I am IAR for this RIA 6) CHAOS PROPERTIES POSITION: Investor NATURE: Real Estate Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2010 ADDRESS: 1151A South Willow Ave, Cookeville TN 38506, United States DESCRIPTION: Real Estate Partnership

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Lyle 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®

None

Experience

Current

June 17, 2022 - Present

CSENGE ADVISORY GROUP, LLC

Office #1: 25 W. Broad Street Suite 7, Cookeville, TN 38501

RIA

CRD#: 131167

COOKEVILLE, TN

Current

November 3, 2025 - Present

INTEGRITY ALLIANCE, LLC.

Office #1: 1151 A South Willow Ave, Cookeville, TN 38506

RIA

BD

CRD#: 139627

Cookeville, TN

Past

June 3, 2022 - November 3, 2025

LION STREET FINANCIAL, LLC

BD

CRD#: 165828

Cookeville, TN

Past

September 11, 2015 - March 27, 2025

COMPASS ADVISORY PARTNERS LLC

RIA

CRD#: 119377

COOKEVILLE, TN

Past

August 17, 2015 - June 8, 2022

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

COOKEVILLE, TN

Past

August 17, 2015 - June 8, 2022

FSC SECURITIES CORPORATION

BD

CRD#: 7461

COOKEVILLE, TN

Past

September 24, 2004 - August 25, 2015

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

COOKEVILLE, TN

Past

September 17, 2004 - August 25, 2015

GROVE POINT INVESTMENTS, LLC

BD

CRD#: 1763

COOKEVILLE, TN

Past

September 10, 2004 - October 14, 2004

WOODBURY FINANCIAL SERVICES, INC.

BD

CRD#: 421

OAKDALE, MN

Past

March 1, 2004 - September 13, 2004

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

COOKEVILLE, TN

Past

December 14, 1998 - September 13, 2004

GROVE POINT INVESTMENTS, LLC

BD

CRD#: 1763

ROCKVILLE, MD

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".

CA

CSENGE ADVISORY GROUP, LLC

CRD#: 131167 / SEC#: 801-72792

RIA

Registered Investment Advisory firm - (10/13/2011 Approved)

Florida

Registered Investment Advisory firm - (11/8/2011 Terminated)

Texas

Registered Investment Advisory firm - (11/15/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR

Colorado
(11/3/2025)

RR

Florida
(11/4/2025)

RR

Indiana
(11/3/2025)

RR

Iowa
(11/3/2025)

RR

Kentucky
(11/3/2025)

RR

North Carolina
(11/12/2025)

RR

Ohio
(11/3/2025)

RR

South Carolina
(11/3/2025)

IAR

Tennessee
(6/17/2022)

RR

Tennessee
(11/3/2025)

RR

Texas
(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

State Security Law Exam

IAR

Series 65

Date: 6/16/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

RR

Series 63

Date: 12/8/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 7/31/2000

General Securities Representative Examination

General Industry/Product Exam

RR

Series 6

Date: 12/8/1998

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

RR

FINRA

Current Firm

CA

CSENGE ADVISORY GROUP, LLC

CRD#: 131167 / SEC#: 801-72792

RIA

Registered Investment Advisory firm - (10/13/2011 Approved)

Florida

Registered Investment Advisory firm - (11/8/2011 Terminated)

Texas

Registered Investment Advisory firm - (11/15/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4755 East Bay Drive, Clearwater, FL 33764

Mailing Address

Phone number

(727) 437-6000

Established

Firm type

Fiscal year end

# of Employees

79

SEC notice filing (45 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAG WRAP FEE PROGRAM (3/25/2025)

CAG ADV PART 2 (3/25/2025)

Regulatory assets under management

Total Number of Accounts	14,643
AUM (Assets Under Management)	$ 2,882,684,461

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.

We're Here To Help

Advisor Monitoring

Firm Stability Insights

James L. Cannon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Lyle Cannon's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY ALLIANCE, LLC.

LION STREET FINANCIAL, LLC

COMPASS ADVISORY PARTNERS LLC

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

WOODBURY FINANCIAL SERVICES, INC.

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

Primary Firm SEC Registration

CSENGE ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/16/1999

Series 63

Date: 12/8/1998

SIE

Date: 10/1/2018

Series 7

Date: 7/31/2000

Series 6

Date: 12/8/1998

FINRA

Current Firm

CSENGE ADVISORY GROUP, LLC

Contact information

SEC notice filing (45 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CSENGE ADVISORY GROUP, LLC

TRUST BUT VERIFY

Similar Advisors