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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 Dynamic Wealth Advisors. James has been in the industry since 1987 and has a wide range of experience. James specializes in working with high-net-worth individuals, insurance companies, investment companies, charitable organizations, other investment advisors, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. James has a deep understanding of the financial markets and is committed to helping clients reach 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
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2
AZ
05/03/2010 - Present
Dynamic Wealth Advisors (PHOENIX AZ)
CA
05/24/2010 - 04/03/2012
FINANCIAL ADVISERS OF AMERICA, LLC (CARLSBAD CA)
AZ
04/13/2010 - 05/21/2010
LAWSON FINANCIAL CORPORATION (PHOENIX AZ)
AZ
10/22/2008 - 01/29/2010
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
AZ
07/17/2007 - 07/25/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
CA
05/26/2005 - 07/24/2008
AIG FINANCIAL ADVISORS, INC. (SAN DIEGO CA)
AZ
10/26/2000 - 10/31/2005
SPELMAN & CO., INC. (PHOENIX AZ)
AZ
10/10/2000 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
03/29/1990 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
WA
12/21/2001 - 05/21/2003
FSG SECURITIES, LLC (SEATTLE WA)
NA
10/30/1987 - 05/18/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BOTH
Issued 04/17/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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