Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Cannon is a financial advisor with Captrust. James has been in the financial services industry since 1992. James has experience working with individuals, families, businesses, and retirement plans. James holds the Series 7, Series 63, Series 65 and SIE licenses. James is also a Certified Financial Planner. James is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
SC
07/02/2021 - Present
Captrust (GREENVILLE SC)
SC
07/20/2009 - 05/01/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (GREENVILLE SC)
SC
06/01/2009 - 08/14/2009
MORGAN STANLEY SMITH BARNEY (GREENVILLE SC)
SC
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GREENVILLE SC)
NY
04/07/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 05/01/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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