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Raymond H. Wilcox

CANNON WEALTH MANAGEMENT SERVICES
WINSTON SALEM, NC 27104
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CRD#: 4255308
RW
Raymond Hugh Wilcox JRCANNON WEALTH MANAGEMENT SERVICES

Professional summary

Raymond Hugh Wilcox JR, who also goes by Chip Wilcox, Raymond Hugh Wilcox, is a registered financial advisor currently at CANNON WEALTH MANAGEMENT SERVICES located in Winston Salem, North Carolina and FARTHER located in Winston Salem, North Carolina.

Raymond is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Raymond has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 6 and Series 24 exams.

At a Glance

Always Fiduciary

Aliases

Chip Wilcox | Raymond Hugh Wilcox

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Raymond Hugh Wilcox JR'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

November 2, 2022 - Present

CANNON WEALTH MANAGEMENT SERVICES

Office #1: 2160 Country Club Road, Winston Salem, NC 27104
RIA
CRD#: 323302
WINSTON SALEM, NC
Current

July 13, 2026 - Present

FARTHER

Office #1: 2160 Country Club Rd , Winston Salem, NC 27012
RIA
CRD#: 302050
Winston Salem, NC
Past

November 1, 2022 - July 15, 2026

PRIVATE CLIENT SERVICES, LLC

BD
CRD#: 120222
Winston Salem, NC
Past

February 14, 2018 - November 10, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
WINSTON-SALEM, NC
Past

February 14, 2018 - November 10, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
WINSTON-SALEM, NC
Past

January 22, 2013 - February 21, 2018

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
KERNERSVILLE, NC
Past

January 22, 2013 - February 14, 2018

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
KERNERSVILLE, NC
Past

March 20, 2009 - January 31, 2013

LPL FINANCIAL LLC

RIA
CRD#: 6413
KERNERSVILLE, NC
Past

March 20, 2009 - January 31, 2013

LPL FINANCIAL LLC

BD
CRD#: 6413
KERNERSVILLE, NC
Past

January 13, 2004 - March 24, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
WINSTON-SALEM, NC
Past

December 1, 2003 - March 24, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
WINSTON-SALEM, NC
Past

December 18, 2001 - March 22, 2002

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

October 18, 2000 - July 24, 2001

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
CHARLOTTE, NC

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".
FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 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
North Carolina
(11/2/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/29/2003
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/19/2000
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 31
Date: 2/22/2007
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 11/5/2003
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/17/2000
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/19/2009
General Securities Principal Examination

Current Firm

FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 Approved)
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Contact information

Main Address
345 California Street Suite 600, San Francisco, CA 94104
Mailing Address
Phone number
(628) 246-8004
Established
Firm type
Fiscal year end
# of Employees
275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)
FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts24,245
AUM (Assets Under Management)$ 7,523,810,877

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.

Company Information

FARTHER

CRD#: 302050Winston Salem, NC 27104

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