Cormac K. Lynch

CANNON ADVISORS

CHARLOTTE, NC 28203

CRD#: 8161374

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Professional summary

Cormac Kevin Lynch is a registered financial advisor currently at CANNON ADVISORS located in Charlotte, North Carolina.

Cormac is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Cormac has worked at 3 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cormac Kevin Lynch'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, 2026 - Present

CANNON ADVISORS

Office #1: 2108 South Boulevard Suite 200, Charlotte, NC 28203

RIA

CRD#: 293929

CHARLOTTE, NC

Past

December 12, 2025 - April 23, 2026

TRINITY WEALTH SECURITIES, L.L.C.

CRD#: 104348

Charlotte, NC

Past

September 16, 2025 - April 23, 2026

FLORIDA FINANCIAL ADVISORS, LLC

RIA

CRD#: 288811

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(6/3/2026)

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

Series 63

Date: 10/29/2025

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/19/2025

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6TO

Date: 12/12/2025

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 7/10/2025

Securities Industry Essentials Examination

Current Firm

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)

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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

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-CANNON ADVISORS (11/13/2025)

Regulatory assets under management

Total Number of Accounts	721
AUM (Assets Under Management)	$ 142,414,019

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

Cormac K. Lynch

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cormac Kevin Lynch's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRINITY WEALTH SECURITIES, L.L.C.

FLORIDA FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

CANNON ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 10/29/2025

Series 65

Date: 8/19/2025

Series 6TO

Date: 12/12/2025

SIE

Date: 7/10/2025

Current Firm

CANNON ADVISORS

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CANNON ADVISORS

TRUST BUT VERIFY

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