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Kim Young

CANNON FINANCIAL STRATEGISTS, INC.·ATHENS, Georgia
Clean recordCANNON FINANCIAL STRATEGISTS, INC.
649-8 SOUTH MILLEDGE AVE, ATHENS, GA 30605CRD# 6093458Firm CRD# 133509

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kim Young · ATHENS, GA
Registration
CRD #6093458 · CANNON FINANCIAL STRATEGISTS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kim Young 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
Introduction

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03

Firm Overview

Firm
CANNON FINANCIAL STRATEGISTS, INC.
CANNON FINANCIAL STRATEGISTS, INC.
AUM
$1.3B
Regulatory assets under management
Employees
30
Total firm employees
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# 6093458
Firm CRD# 133509
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kim Young offer?
Kim Young specializes in Financial Planning, Investment Management. Contact their office in ATHENS, Georgia for a consultation.
What are Kim Young's credentials?
Kim Young is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kim Young located?
Kim Young 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 Kim Young charge for services?
Kim Young'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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