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CRD#: 152287
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

CANNON SECURITIES, INC. is located at 649 South Milledge Ave. Suite 6, Athens, GA 30605 and was first established at Atlanta, Georgia in 08/10/2009. After operating for 16 years, CANNON SECURITIES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CANNON SECURITIES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. CANNON SECURITIES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CANNON SECURITIES, INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CANNON SECURITIES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CANNON SECURITIES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for CANNON SECURITIES, INC. Comes From

Understanding the Statistics for CANNON SECURITIES, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
649 South Milledge Ave. Suite 6, Athens, GA 30605
Mailing Address
649 South Milledge Ave Suite 6, Athens, GA 30605
Firm Size
Small
Phone Number
(888) 353-9972
Established
Georgia since 08/10/2009
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
DIXON, KELLY LCCO/AMLCO/CEO5854982
ALVAREZ, ENRIQUECFO/ FINOP4622342

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at CANNON SECURITIES, INC.

JY

Jeffrey Jon Young

Jeffrey Young
IAR
RR
CRD#: 4712342
Location:
Athens, GA 30605
Company:
CANNON FINANCIAL STRATEGISTS, INC.
Disclosures:
Experience:
22 years
View Profile
RF

Robert B Farr

Robert Farr
IAR
RR
CRD#: 7817403
Location:
Athens, GA 30605
Company:
CANNON FINANCIAL STRATEGISTS, INC.
Disclosures:
Experience:
2 years
View Profile
JR

Jack William Reilley

IAR
RR
CRD#: 6232579
CFP®: Certified Financial Planner
Location:
Athens, GA 30605
Company:
CANNON FINANCIAL STRATEGISTS, INC.
Disclosures:
Experience:
12 years
View Profile
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