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Bobbi Jo Cannon

ARTESA FINANCIAL GROUP, LLC·CONROE, Texas
Unclaimed Profile
COMMONWEALTH CENTRE, CONROE, TX 77304CRD# 4559595Firm CRD# 153741
01

About

Bobbi Jo Cannon is a registered financial advisor based in CONROE, Texas, affiliated with ARTESA FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ARTESA FINANCIAL GROUP, LLC
ARTESA FINANCIAL GROUP
AUM
$95M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ARTESA FINANCIAL GROUP, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4559595
Firm CRD# 153741
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bobbi Jo Cannon offer?
Bobbi Jo Cannon specializes in Investment Management, Fee-Only Advisory. Contact their office in CONROE, Texas for a consultation.
What are Bobbi Jo Cannon's credentials?
Bobbi Jo Cannon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bobbi Jo Cannon located?
Bobbi Jo Cannon is based in CONROE, Texas, working with ARTESA FINANCIAL GROUP, LLC. Their office serves clients in the CONROE metropolitan area and surrounding communities.
How does Bobbi Jo Cannon charge for services?
Bobbi Jo Cannon'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 ARTESA FINANCIAL GROUP, LLC?
ARTESA FINANCIAL GROUP, LLC has approximately 4 employees and manages $95M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CONROE
Frank Edward Cannon — ARTESA FINANCIAL GROUP, LLCCraig Gordon Wear — Q3 ADVISORS, LLCChristy Ann Hayes — ARTESA FINANCIAL GROUP, LLCChristopher Jason Wootton — GAME PLAN ADVISORS, INC.
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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