Hugh
Cannon

Prosperity Wealth Management, Inc

CRD#1159088
Investment Advisor
in San Ramon, CA

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About this Advisor

Hugh Cannon is a financial advisor based in San Ramon, California, working with Prosperity Wealth Management, Inc. Hugh has previously held positions at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors Inc, First Heartland Capital Inc, and Prosperity Wealth Management Inc. Hugh has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Hugh is part of Prosperity Wealth Management, Inc, which operates out of San Ramon, California. The firm has 46 offices and 50 employees. The firm manages assets totaling $243.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Prosperity Wealth Management, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2333 San Ramon Valley Blvd. Suite 200
San Ramon, CA 94583

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Prosperity Wealth Management, Inc Brokerage Details

Total Assets Under Management

$243,370,500

CA Average: $7,578,581,321
Total Number of Employees

50

CA Average: 43
Total Number of Accounts

1,611

CA Average: 3,727
Average Account Size

$151,068

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Hugh Cannon Work History

2019 - Present (5 years)

Prosperity Wealth Management Inc

2015 - 2019 (4 years)

First Heartland Capital Inc

2014 - 2015 (1 year)

Cambridge Investment Research, Inc

2014 - 2015 (1 year)

Cambridge Investment Research Advisors Inc

Disclosures

Please visit the SEC profile of Hugh Cannon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prosperity Wealth Management, Inc

Hugh Cannon
San Ramon, CA
Craig Wisner
Souderton, PA
Matthew Flores
Port Orchard, WA
Lloyd Etheredge
Shreveport, LA
Tony Sonsini
San Ramon, CA
Brian Samuels
San Diego, CA
Joseph D'Urso
Marietta, GA
Kathleen Fereday
San Ramon, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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