MB
Michael R. Boykin
CANNON ADVISORS
Charlotte, NC 28203
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CRD#: 6595460
MB
Professional summary
Michael Robert Boykin, who also goes by Michael Boykin, is a registered financial advisor currently at CANNON ADVISORS located in Charlotte, North Carolina.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Michael has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Boykin
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): Name of the Business: N/A; Investment Related: Y; Address of the other business: 2108 South Boulevard, Suite 200, Charlotte, NC, 28203; Nature of the Business: licensed agent for life, fixed annuity and disability insurance sales; Start Date: 01/2016; # of hours/month devoted to the other business: Less than 1 hour per month; # of hours/month devoted to other business during trading hours: Less than 1 hour per month; Duties related: life, health, LTC, fixed annuity and disability insurance recommendations
CRS (Client Relationship Summary) - RIA
Click below to view Michael Robert Boykin's 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®
NoneExperience
Current
June 26, 2018 - Present
CANNON ADVISORS
Office #1: 2108 South Boulevard Suite 200, Charlotte, NC 28203RIA
CRD#: 293929
Charlotte, NC
Past
February 12, 2016 - June 25, 2018
ADVISORY SERVICES NETWORK
RIA
CRD#: 146051
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".
CA
CANNON ADVISORS
CANNON ADVISORS | CANNON ADVISORS, INC.
CRD#: 293929 / SEC#: 801-121835
RIA
Registered Investment Advisory firm - (7/23/2021 Approved)Louisiana
Registered Investment Advisory firm - (8/2/2021 Terminated)North Carolina
Registered Investment Advisory firm - (8/5/2021 Terminated)South Carolina
Registered Investment Advisory firm - (7/26/2021 Terminated)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
Louisiana(8/13/2018)
IAR
North Carolina(6/26/2018)
Current Firm
CA
CANNON ADVISORS
CANNON ADVISORS | CANNON ADVISORS, INC.
CRD#: 293929 / SEC#: 801-121835
RIA
Registered Investment Advisory firm - (7/23/2021 Approved)Louisiana
Registered Investment Advisory firm - (8/2/2021 Terminated)North Carolina
Registered Investment Advisory firm - (8/5/2021 Terminated)South Carolina
Registered Investment Advisory firm - (7/26/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2108 South Boulevard Suite 200, Charlotte, NC 28203
Mailing Address
Phone number
(704) 820-8393
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 721 |
| AUM (Assets Under Management) | $ 142,414,019 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
