CANNON WEALTH MANAGEMENT SERVICES, LLC

CANNON WEALTH MANAGEMENT SERVICES

WINSTON SALEM, North Carolina·4 registered advisors·CRD# 323302

SEC# 801-1267031336-231-6844

01

Firm Overview

AUM

$176M

Regulatory assets under management

Employees

11

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Wealth Management Fee-Only Advisory

04

Advisors at CANNON WEALTH MANAGEMENT SERVICES, LLC

4 registered advisors

Joseph Charles Perkins

WINSTON SALEM, North Carolina

Matthew David Hearn

WINSTON SALEM, North Carolina

Raymond Hugh Wilcox

WINSTON SALEM, North Carolina

William Barron Amburn

WINSTON SALEM, North Carolina

05

Office Locations

WINSTON SALEM, North Carolina

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Data sourced from SEC Form ADV filings. CANNON WEALTH MANAGEMENT SERVICES, LLC (CRD# 323302) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.