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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Cannon is a financial advisor with Capital Advisors, Inc. Eric has been in the industry since 1999 and holds Series 7, 55, 63, and 65 licenses. Eric is based in Tulsa, OK and is registered with the state of Oklahoma and Texas. Eric has experience working with individuals, high-net-worth individuals, corporations, investment companies, charitable organizations, and pension and profit-sharing plans. Eric offers financial planning, portfolio management, and selection of other advisors. Eric has been with Capital Advisors, Inc. since March 2012. Prior to joining Capital Advisors, Eric was employed by Minshall & Company, Inc., Quasar Distributors, LLC, Stifel, Nicolaus & Company, Incorporated, Jefferies & Company, Inc., George K. Baum & Company, and UMB Scout Brokerage Services, Inc.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
OK
03/30/2012 - Present
Capital Advisors, Inc. (TULSA OK)
ME
01/09/2018 - 12/31/2018
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
OK
05/02/2012 - 10/02/2017
MINSHALL & COMPANY INC. (TULSA OK)
TX
05/12/2008 - 03/01/2012
STIFEL, NICOLAUS & COMPANY, INCORPORATED (DALLAS TX)
TX
11/20/2000 - 05/16/2008
JEFFERIES & COMPANY, INC. (DALLAS TX)
MO
08/30/1999 - 10/31/2000
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
MO
07/26/1999 - 08/27/1999
UMB SCOUT BROKERAGE SERVICES, INC. (KANSAS CITY MO)
IA
Issued 03/28/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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