Unclaimed Profile

Joe Burwell Stallings

CANNON FINANCIAL STRATEGISTS, INC.·ATHENS, Georgia

Series 65Clean record23 years registeredCANNON FINANCIAL STRATEGISTS, INC.

649-8 SOUTH MILLEDGE AVE, ATHENS, GA 30605CRD# 4637065Firm CRD# 133509

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joe Burwell Stallings · ATHENS, GA

Registration

CRD #4637065 · CANNON FINANCIAL STRATEGISTS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CANNON FINANCIAL STRATEGISTS, INC.

CANNON FINANCIAL ADVISORS, INC.

May 2010 – Dec 2015

ATHENS, GA

CANNON FINANCIAL STRATEGISTS, INC.

Mar 2005 – Aug 2024

ATHENS, GA

CANNON FINANCIAL STRATEGISTS

Jul 2003 – Feb 2005

ATHENS, GA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 30, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CANNON FINANCIAL STRATEGISTS, INC.

CRD 133509 · SEC 801-79869

AUM

$1.3B

Regulatory assets under management

Employees

2,837 client accounts

Services offered by CANNON FINANCIAL STRATEGISTS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CANNON FINANCIAL STRATEGISTS, INC. →

Introduction

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Frequently Asked Questions

What services does Joe Burwell Stallings offer?

Joe Burwell Stallings specializes in Financial Planning, Investment Management.

What are Joe Burwell Stallings's credentials?

Joe Burwell Stallings is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joe Burwell Stallings located?

Joe Burwell Stallings is based in ATHENS, Georgia, last registered with CANNON FINANCIAL STRATEGISTS, INC..

How does Joe Burwell Stallings charge for services?

Joe Burwell Stallings's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CANNON FINANCIAL STRATEGISTS, INC.?

CANNON FINANCIAL STRATEGISTS, INC. has approximately 30 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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