Unclaimed Profile

Kelly L Dixon

CANNON FINANCIAL STRATEGISTS, INC.·ATHENS, Georgia

SIE, Series 6, Series 26, Series 63, Series 65, Series 99TOClean record15 years registeredCANNON FINANCIAL STRATEGISTS, INC.

649-8 SOUTH MILLEDGE AVE, ATHENS, GA 30605CRD# 5854982Firm CRD# 133509

Profile Verification

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

Identity

Kelly L Dixon · ATHENS, GA

Registration

CRD #5854982 · CANNON FINANCIAL STRATEGISTS, INC. · 15 years registered

Brand Profile

Not yet started

Career History

CANNON FINANCIAL STRATEGISTS, INC.

Jul 2011 – present

J.R. COLE & ASSOCIATES, INC

Nov 2015 – Dec 2015

ATHENS, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 26

Series 63

Series 65

Series 99TO

Registration record

First registered · July 26, 2011

Years registered · 15

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 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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