Unclaimed Profile

Joseph Charles Perkins

CANNON WEALTH MANAGEMENT SERVICES, LLC·WINSTON SALEM, North Carolina

SIE, Series 7, Series 66Clean record10 years registeredCANNON WEALTH MANAGEMENT SERVICES, LLC

2160 COUNTRY CLUB ROAD, WINSTON SALEM, NC 27104CRD# 6620408Firm CRD# 323302

Profile Verification

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

Identity

Joseph Charles Perkins · WINSTON SALEM, NC

Registration

CRD #6620408 · CANNON WEALTH MANAGEMENT SERVICES, LLC · 10 years registered

Brand Profile

Not yet started

Career History

CANNON WEALTH MANAGEMENT SERVICES

Nov 2022 – present

LPL FINANCIAL LLC

May 2016 – Nov 2022

WINSTON-SALEM, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 12, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CANNON WEALTH MANAGEMENT SERVICES, LLC

CRD 323302 · SEC 801-126703

AUM

$176M

Regulatory assets under management

Employees

882 client accounts

Services offered by CANNON WEALTH MANAGEMENT SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CANNON WEALTH MANAGEMENT SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Charles Perkins offer?

Joseph Charles Perkins specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WINSTON SALEM, North Carolina for a consultation.

What are Joseph Charles Perkins's credentials?

Joseph Charles Perkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Charles Perkins located?

Joseph Charles Perkins is based in WINSTON SALEM, North Carolina, working with CANNON WEALTH MANAGEMENT SERVICES, LLC. Their office serves clients in the WINSTON SALEM metropolitan area and surrounding communities.

How does Joseph Charles Perkins charge for services?

Joseph Charles Perkins's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CANNON WEALTH MANAGEMENT SERVICES, LLC?

CANNON WEALTH MANAGEMENT SERVICES, LLC has approximately 11 employees and manages $176M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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