Unclaimed Profile

James Alvin Cannon

NACHMAN NORWOOD & PARROTT, INC.·GREENVILLE, South Carolina

SIE, Series 7, Series 63, Series 65CFP34 years registeredNACHMAN NORWOOD & PARROTT, INC.

1116 SOUTH MAIN STREET, GREENVILLE, SC 29601-3300CRD# 2218524Firm CRD# 293199

Profile Verification

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

Identity

James Alvin Cannon · GREENVILLE, SC

Registration

CRD #2218524 · NACHMAN NORWOOD & PARROTT, INC. · 34 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Jul 2021 – present

NACHMAN NORWOOD & PARROTT, INC.

May 2018 – Nov 2021

GREENVILLE, SC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Jul 2009 – May 2018

GREENVILLE, SC

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Aug 2009

GREENVILLE, SC

CITIGROUP GLOBAL MARKETS INC.

Jun 1992 – Jun 2009

GREENVILLE, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · June 3, 1992

Years registered · 34

Professional designation · CFP

Disclosure History

2000Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

NACHMAN NORWOOD & PARROTT, INC.

CRD 293199 · SEC 801-112837

AUM

$2.0B

Regulatory assets under management

Employees

2,979 client accounts

Services offered by NACHMAN NORWOOD & PARROTT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at NACHMAN NORWOOD & PARROTT, INC. →

Introduction

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Frequently Asked Questions

What services does James Alvin Cannon offer?

James Alvin Cannon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENVILLE, South Carolina for a consultation.

What are James Alvin Cannon's credentials?

James Alvin Cannon holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Alvin Cannon located?

James Alvin Cannon is based in GREENVILLE, South Carolina, working with NACHMAN NORWOOD & PARROTT, INC.. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.

How does James Alvin Cannon charge for services?

James Alvin Cannon'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 NACHMAN NORWOOD & PARROTT, INC.?

NACHMAN NORWOOD & PARROTT, INC. has approximately 17 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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