Joseph C. Perkins

CANNON WEALTH MANAGEMENT SERVICES

Winston Salem, NC 27104

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CRD#: 6620408

Professional summary

Joseph Charles Perkins Jr, who also goes by Joseph Charles Perkins, Joseph Perkins, Joey Perkins, is a registered financial advisor currently at CANNON WEALTH MANAGEMENT SERVICES located in Winston Salem, North Carolina.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Joseph has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joseph Charles Perkins | Joseph Perkins | Joey Perkins

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 & Company LLP. 2160 Country Club Road, Winston-Salem, NC 27104. Full service accounting firm offering both income tax and assurance services.Partner/client relationship management, staff management and administrative duties. 160-180 hrs/mo; 160 during trading hrs. 2) Private Client Services; Investmerelated; 2225 Lexington Rd, Louisville KY 40206; Broker-Dealer; Registered Rep; Start date 11/1/2022; 2hrs per month; monitor investment portfolios for my clients

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Charles Perkins Jr'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: 2160 Country Club Road, Winston Salem, NC 27104

RIA

CRD#: 323302

Winston Salem, NC

Past

November 1, 2022 - January 29, 2024

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

Winston Salem, NC

Past

May 12, 2016 - November 10, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

WINSTON-SALEM, NC

Past

April 12, 2016 - November 10, 2022

LPL FINANCIAL LLC

CRD#: 6413

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".

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.

Highlighted states indicate IAR registrations

IAR

North Carolina
(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: 5/9/2016

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: 4/12/2016

General Securities Representative Examination

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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Joseph C. Perkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Charles Perkins Jr's CRS (Customer Relationship Summary).

Certified licenses

Experience

CANNON WEALTH MANAGEMENT SERVICES

PRIVATE CLIENT SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

CANNON WEALTH MANAGEMENT SERVICES

State Registrations and Notice Filings

Exams

Series 66

Date: 5/9/2016

SIE

Date: 10/1/2018

Series 7

Date: 4/12/2016

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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