Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Channon? Claim Your ProfileChannon Christopher Cain is a financial advisor with Raymond James Financial Services Advisors, Inc. Channon has been working in the financial services industry since 2003. Channon is a Certified Financial Planner and holds the Series 7, Series 24, and Series 66 licenses. Channon works out of the Austin, Texas office of Raymond James Financial Services Advisors, Inc. Channon has worked for several other financial institutions, including First Trust Portfolios L.P., Jackson National Life Distributors LLC, and American Express Financial Advisors Inc. Channon is also the owner of Agility Ventures LLC and Purpose Wealth Management LLC. Channon provides financial planning, portfolio management, and investment advisory services to individuals, businesses, and retirement plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
06/01/2020 - Present
Raymond James Financial Services Advisors, Inc. (Austin TX)
IL
02/11/2019 - 06/25/2020
FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)
TN
06/01/2005 - 08/27/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
MN
10/21/2003 - 04/08/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/21/2003 - 04/08/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2016
Series 24 - General Securities Principal Examination
BC
Issued 08/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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