Unclaimed Profile

Kelly L Dixon

CANNON FINANCIAL STRATEGISTS, INC.·ATHENS, Georgia

Clean recordCANNON 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CANNON FINANCIAL STRATEGISTS, INC.

AUM

$1.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CANNON FINANCIAL STRATEGISTS, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5854982

Firm CRD# 133509

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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