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Kelly L Dixon

CANNON FINANCIAL STRATEGISTS, INC.·ATHENS, Georgia
Unclaimed Profile
649-8 SOUTH MILLEDGE AVE, ATHENS, GA 30605CRD# 5854982Firm CRD# 133509
01

About

Kelly L Dixon is a registered financial advisor based in ATHENS, Georgia, affiliated with CANNON FINANCIAL STRATEGISTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CANNON FINANCIAL STRATEGISTS, INC.
CANNON FINANCIAL STRATEGISTS, INC.
AUM
$1.3B
Regulatory assets under management
Employees
30
Total firm employees
View all advisors at CANNON FINANCIAL STRATEGISTS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5854982
Firm CRD# 133509
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kelly L Dixon offer?
Kelly L Dixon specializes in Financial Planning, Investment Management. Contact their office in ATHENS, Georgia for a consultation.
What are Kelly L Dixon's credentials?
Kelly L Dixon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly L Dixon located?
Kelly L Dixon is based in ATHENS, Georgia, working with CANNON FINANCIAL STRATEGISTS, INC.. Their office serves clients in the ATHENS metropolitan area and surrounding communities.
How does Kelly L Dixon charge for services?
Kelly L Dixon'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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Other advisors in ATHENS
Joseph William Goetz — ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLCRobert Howard Carson — CARSON ADVISORY, INC.Jeffrey Jon Young — CANNON FINANCIAL STRATEGISTS, INC.James Harvey Bozman — BROAD STREET CAPITAL ADVISORS, LLCLindsay Shae Elwood — ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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