Joseph Scott Cannon
CFP®Professional Summary
Joseph Scott Cannon, CFP®, who also goes by Joseph S Cannon, is a registered financial advisor currently at OAK LANE ADVISORS located in Centerville, Utah. Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Joseph has worked at 3 firms and has passed the 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
Joseph S Cannon
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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.
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Credentials
Years of Experience
24 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
EDGE FINANCIAL ADVISORS, LLC | WRG INSURANCE LLC | WN INSURANCE GROUP, LLC | WEALTH NAVIGATION, LLC | WEALTH NAVIGATION ADVISORS | THE WN GROUP, LLC | THE WN GROUP | OAK LANE WEALTH | OAK LANE ADVISORS | NAVIGATION CAPITAL GROUP
Contact Information
Main Address
1222 W. Legacy Crossing Blvd Suite 6, Centerville, UT 84014Phone Number
(801) 335-8200# of Employees
12SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,533AUM (Assets Under Management)
$446,281,743Similar Advisors
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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.
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Primary Firm SEC Registration
EDGE FINANCIAL ADVISORS, LLC | WRG INSURANCE LLC | WN INSURANCE GROUP, LLC | WEALTH NAVIGATION, LLC | WEALTH NAVIGATION ADVISORS | THE WN GROUP, LLC | THE WN GROUP | OAK LANE WEALTH | OAK LANE ADVISORS | NAVIGATION CAPITAL GROUP
State Registrations and Notice Filings
(1/23/2014)
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
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 May 2002About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Joseph Scott Cannon's CRS (Customer Relationship Summary).
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