Kevin
Vancise
Cannon Financial Strategists, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Kevin Vancise is a financial advisor working in Athens, Georgia who has 2 years of relevant experience. Vancise is on the advisory team at Cannon Financial Strategists, Inc. Throughout their career, Vancise has worked at Sonny'S Bbq, University Of Georgia, University Of Georgia - Snelling Dining Commons, Atlanta Financial Associates, College Fresh - Sigma Kappa Sorority House, Cannon Financial Strategists, Inc and Westfield School. Vancise maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Georgia. Cannon Financial Strategists, Inc is an advisory firm that has its headquarters in Athens, GA. It has a total of 28 employees. It controls $1 billion in total assets among its 2,646 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 2,646 customer accounts, 28% belong to high-net-worth individuals who have greater than $1 million in assets. The advisory firm has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees for financial advisory services typically vary depending on which services the firm provides the client. However, fee types billed by Cannon Financial Strategists, Inc most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Cannon Financial Strategists, Inc Brokerage Details
$1,082,892,235
28
2,646
$409,256
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Kevin Vancise Work History
Kevin has been registered as a financial advisor for 2 years.*
Cannon Financial Strategists, Inc
Cannon Financial Strategists, Inc
University Of Georgia - Snelling Dining Commons
Atlanta Financial Associates
College Fresh - Sigma Kappa Sorority House
Sonny'S Bbq
University Of Georgia
Westfield School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Vancise 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 Cannon Financial Strategists, Inc
Athens, GA
Athens, GA
Athens, GA
Athens, GA
Athens, GA
Athens, GA
Athens, GA
Athens, GA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
