Peter Taylor Cann
Professional Summary
Peter Taylor Cann is a registered financial advisor currently at KEMA PARTNERS LLC located in Mill Valley, California. Peter is registered as a RR (Registered Representative) and started their career in finance in 2002. Peter has worked at 4 firms and has passed the Series 63, SIE, Series 79, Series 7, Series 28, Series 14 and Series 24 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.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
360 ADVISORY GROUP | WESTCAPE ADVISORS | VARANDUS PARTNERS | KEMA PARTNERS LLC | INVERNESS ADVISORS | ESW ADVISORS | ESC ADVISORS | ELECTA CAPITAL PARTNERS | CAPITALAXON
Contact Information
Main Address
309 Laverne Ave., Mill Valley, CA 94941Mailing Address
309 Laverne Ave., Mill Valley, CA 94941Phone Number
(415) 383-4743Established
California since 11/16/2006Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (22 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CANN, HOWARD WHEELER III | MANAGING PARTNER, CEO | — |
| CANN, PETER TAYLOR | MANAGING PARTNER, CFO, CCO, FINOP | 4543062 |
| CANN, MICHAEL GRANT | PARTNER | — |
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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.
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State Registrations and Notice Filings
(5/21/2015)
(7/17/2018)
(5/21/2015)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Jul 2015About the Series 79 examSeries 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed May 2026About the Series 28 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Peter Taylor Cann's CRS (Customer Relationship Summary).
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