Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam D. Cann is an Investment Advisor Representative at Owen Larue Financial Group. William has been in the securities industry since 2007. He is a registered Investment Advisor Representative in Kentucky. William specializes in providing financial planning and portfolio management for individuals and businesses. He also provides consulting and selection of other advisors services.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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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KY
02/10/2024 - Present
Owen Larue Financial Group (ELIZABETHTOWN KY)
KY
07/06/2007 - 05/14/2009
CHASE INVESTMENT SERVICES CORP. (ELIZABETHTOWN KY)
IA
Issued 02/09/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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