William B. Amburn

CANNON WEALTH MANAGEMENT SERVICES

King, NC 27021

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CRD#: 4580843

Professional summary

William Barron Amburn, who also goes by Barry Amburn, is a registered financial advisor currently at CANNON WEALTH MANAGEMENT SERVICES located in King, North Carolina and FARTHER located in King, North Carolina.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. William has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Barry Amburn

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 William Barron Amburn'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: 219 Moore Road, King, NC 27021

RIA

CRD#: 323302

King, NC

Current

July 13, 2026 - Present

FARTHER

Office #1: 104 W. Dalton Road, King, NC 27021

RIA

CRD#: 302050

King, NC

Past

November 1, 2022 - July 15, 2026

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

King, NC

Past

December 12, 2012 - November 10, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

KING, NC

Past

December 12, 2012 - November 10, 2022

LPL FINANCIAL LLC

CRD#: 6413

KING, NC

Past

August 24, 2010 - December 17, 2012

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

KING, NC

Past

December 4, 2002 - December 17, 2012

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

WINSTON SALEM, 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".

FARTHER

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)

IAR

Texas
(11/2/2022)

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

State Security Law Exam

IAR

Series 66

Date: 8/23/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/3/2002

General Securities Representative Examination

Current Firm

FARTHER

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 Accounts	24,245
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.

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Advisor Monitoring

Firm Stability Insights

William B. Amburn

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Barron Amburn's CRS (Customer Relationship Summary).

Certified licenses

Experience

FARTHER

PRIVATE CLIENT SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 66

Date: 8/23/2010

SIE

Date: 10/1/2018

Series 7

Date: 12/3/2002

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

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