Matthew D. Hearn

CANNON WEALTH MANAGEMENT SERVICES

Winston Salem, NC 27104

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CRD#: 4808922

Professional summary

Matthew David Hearn, CFP®, ChFC®, who also goes by Matthew Hearn, is a registered financial advisor currently at CANNON WEALTH MANAGEMENT SERVICES located in Winston Salem, North Carolina and PRIVATE CLIENT SERVICES, LLC located in Winston Salem, North Carolina.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Matthew has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Hearn

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 & Co, LLP; 2160 Country Club Road, Winston Salem, NC 27104; CPA Firm; Tax Planner/Advisor; Start date 2/15/2012; 20% of my total time, 10% during trading hours; Run tax projections and advise clients on tax savings strategies in accorance with current law 2) Advisors Financial Group. 5904 Six Forks Rd, Raleigh, NC 27609. Insurance brokerage, non-variable insurance. Insurance agent. 8 hrs/mo; 3 during trading hrs. 3) Private Client Services; Investment related; 2225 Lexington Rd, Louisville KY 40206; Broker-Dealer; Registered Rep; Start date 11/1/2022; 10hrs per month; monitor investment portfolios for my clients. 4) Simplicity Group; non-securities related; 5904 Six Forks Rd, Suite 105, Raleigh NC 27609; Insurance; Place Insurance, LTC & FIA/FA Annuity Business. 5) Cannon Wealth Management Services LLC. 2160 Country Club Road. RIA. 120 hrs/mo; 5 during trading hrs. 6) Method To My Money, Inc. Method To My Money exists to promote faith-based financial education for individuals and families of all backgrounds. President-host classes, write and record educational materials, and offer one-one-one counselling from a biblical perspective. 20 hrs/mo; 0 during trading hrs. Not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Hearn'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®

CFP^®

Certified Financial Planner

Start date: 2012

ChFC^®

Chartered Financial Consultant

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

November 1, 2022 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 2160 Country Club Rd, Winston Salem, NC 27104

RIA

CRD#: 120222

Winston Salem, NC

Past

December 12, 2012 - November 10, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

WINSTON-SALEM, NC

Past

December 12, 2012 - November 10, 2022

LPL FINANCIAL LLC

CRD#: 6413

WINSTON-SALEM, NC

Past

February 16, 2012 - December 17, 2012

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

WINSTON SALEM, NC

Past

February 16, 2012 - December 17, 2012

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

WINSTON SALEM, NC

Past

January 2, 2009 - February 21, 2012

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

KING, NC

Past

December 18, 2007 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

KING, NC

Past

December 14, 2007 - February 21, 2012

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

KING, NC

Past

February 8, 2007 - December 18, 2007

EDWARD JONES

RIA

CRD#: 250

RURAL HALL, NC

Past

August 9, 2004 - December 18, 2007

EDWARD JONES

CRD#: 250

RURAL HALL, 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".

CANNON WEALTH MANAGEMENT SERVICES

CANNON WEALTH MANAGEMENT SERVICES | CANNON WEALTH MANAGEMENT SERVICES, LLC

CRD#: 323302 / SEC#: 801-126703

RIA

Registered Investment Advisory firm - (10/7/2022 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.

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

North Carolina
(11/1/2022)

IAR

North Carolina
(11/2/2022)

Ohio
(11/1/2022)

Pennsylvania
(7/6/2023)

South Carolina
(11/1/2022)

IAR

Texas
(11/2/2022)

Virginia
(1/2/2025)

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 66

Date: 1/25/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/19/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/6/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/11/2013

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CANNON WEALTH MANAGEMENT SERVICES

CANNON WEALTH MANAGEMENT SERVICES | CANNON WEALTH MANAGEMENT SERVICES, LLC

CRD#: 323302 / SEC#: 801-126703

RIA

Registered Investment Advisory firm - (10/7/2022 Approved)

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Contact information

Main Address

2160 Country Club Road, Winston Salem, NC 27104

Mailing Address

Phone number

(336) 231-6844

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CANNON WEALTH MANAGEMENT SERVICES FORM ADV PART 2A (2/13/2025)

CANNON WEALTH MANAGEMENT SERVICES ADV PART 2A WRAP (2/13/2025)

Regulatory assets under management

Total Number of Accounts	967
AUM (Assets Under Management)	$ 213,118,947

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

Matthew D. Hearn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Hearn's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

CANNON WEALTH MANAGEMENT SERVICES

State Registrations and Notice Filings

Exams

Series 66

Date: 1/25/2007

Series 63

Date: 8/19/2004

SIE

Date: 10/1/2018

Series 7

Date: 8/6/2004

Series 24

Date: 3/11/2013

FINRA

Current Firm

CANNON WEALTH MANAGEMENT SERVICES

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CANNON WEALTH MANAGEMENT SERVICES

TRUST BUT VERIFY

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