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Victoria Lau Cannon

Optima Capital LLC

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About Victoria Lau Cannon

Victoria Cannon is a registered Investment Advisor Representative with Optima Capital LLC in Liberty, Missouri. Victoria holds a Series 65 license and is registered in Missouri. Victoria has been in the financial services industry since 2000 and is also a Director of Client Services at Oracle. Victoria's expertise is in portfolio management for individuals and selection of other advisers.

Firm Information

Victoria Cannon is currently registered with Optima Capital LLC. Optima Capital LLC is an investment advisor headquartered in BEAVERTON, OR. The firm has 4 licensed agents and 6 investment adviser representatives, managing $247,698,070 in assets for 1,375 clients. They provide financial planning, advisory consulting, and portfolio management services to individuals and high-net-worth individuals.
Optima Capital LLC

500 SW 116TH AVE.

BEAVERTON, OR 97225

$247.70M

Assets Under Management

10

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting

Advisory consulting

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Victoria Cannon’s Registration & Firm History

OR

06/14/2024 - Present

Optima Capital LLC (BEAVERTON OR)

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Licenses & Designations

IA

Issued 06/14/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Victoria Lau Cannon.
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