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AM

Adam R. Mcmillian

CANNON WEALTH MANAGEMENT SERVICES
Winston Salem, NC 27104
Some features on this profile are disabled
CRD#: 7502104
AM

Professional summary

Adam Russell Mcmillian 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.

Adam is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Adam has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
Cannon Wealth Management Services. 2160 Country Club Rd, Winston Salem, NC 27104. RIA. 160 hrs/mo. Stokes United. 151 Jefferson Church Rd, Suite 105, Room 149, King, NC. To raise funds to support local nonprofits. Board of Directors. Not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Russell Mcmillian'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

June 3, 2024 - Present

CANNON WEALTH MANAGEMENT SERVICES

Office #1: 2160 Country Club Road, Winston Salem, NC 27104
RIA
CRD#: 323302
Winston Salem, NC
Current

December 16, 2023 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 2160 Country Club Rd, Winston Salem, NC 27104
RIA
BD
CRD#: 120222
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".
CW
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.
RR
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

RR
California
(6/3/2024)
RR
Florida
(6/3/2024)
RR
North Carolina
(6/3/2024)
IAR
North Carolina
(6/3/2024)
RR
Ohio
(6/3/2024)
RR
Oregon
(6/3/2024)
RR
Virginia
(6/3/2024)
RR
Wyoming
(6/3/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/23/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/15/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/24/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

CW
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
11

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts967
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.

Company Information

CANNON WEALTH MANAGEMENT SERVICES

CRD#: 323302Winston Salem, NC 27104

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