Cannon Advisors

Finance · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

2108 South Blvd Ste 200, Charlotte, Nort...

Phone Number

(704) 849-2199

Revenue

$5.7 Million

Industry

Finance Securities Trading Lending & Brokerage

About Cannon Advisors

Cannon Advisors is a Charlotte-based SEC Registered Investment Adviser that specializes in integrated tax, accounting, and private wealth management services. They cater to successful individuals, families, and business owners, providing tailored financial strategies to help clients achieve their financial goals. With a coordinated approach, their independent teams work together to ensure that investment and tax strategies align effectively. The firm is recognized for its commitment to transparency and personalized service, boasting a high client satisfaction rating.Explore more
Cannon Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Cannon Advisors Org Chart

PhoneEmail
LC
United States flag for contact location.

Vice President, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cannon Advisors

$5.7M
11-50
Private
-
2001
LC
Lisa CannonVice President, Operations
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
11-50
Private
-
1985
MH
Michael HerkertService Professional
<$5M
11-50
Private
-
2006
WM
Wanda McLevisManager, Operations
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Cannon Advisors Tech Stack

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Frequently Asked Questions Regarding Cannon Advisors

What is Cannon Advisors's official website?
Cannon Advisors's official website is www.cannonadvisors.com
What is Cannon Advisors's Revenue?
Cannon Advisors's revenue is $5.7 Million
What is Cannon Advisors's SIC code?
Cannon Advisors's SIC: 62,628
What is Cannon Advisors's NAICS code?
Cannon Advisors's NAICS: 52,523
How many employees does Cannon Advisors have?
Cannon Advisors has 11-50 employees
What industry does Cannon Advisors belong to?
Cannon Advisors is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Cannon Advisors competition?
Cannon Advisors top competitors include: Westchester Financial Advisors, Income Planning Group, Radnor Financial Advisors
What technology does Cannon Advisors use?
Some of the popular technologies that Cannon Advisors uses are: Smarsh, Amazon Web Hosting, Google Workspace, Gmail
How do I contact Cannon Advisors?
Cannon Advisors contact info: Phone number: (704) 849-2199 Website: www.cannonadvisors.com
What does Cannon Advisors do?

Cannon Advisors is a Charlotte-based SEC Registered Investment Adviser that specializes in integrated tax, accounting, and private wealth management services. They cater to successful individuals, families, and business owners, providing tailored financial strategies to help clients achieve their financial goals. With a coordinated approach, their... independent teams work together to ensure that investment and tax strategies align effectively. The firm is recognized for its commitment to transparency and personalized service, boasting a high client satisfaction rating.Read More

What are Cannon Advisors social media links?
Cannon Advisors Linkedin page Cannon Advisors Twitter page Cannon Advisors Facebook page
Is Cannon Advisors a public company?
Cannon Advisors is private company therefore does not currently have an official ticker symbol
See more information about Cannon Advisors

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