Louis
Pappas

Cannon Financial Strategists, Inc

CRD#5032986
Investment Advisor
in Athens, GA

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About this Advisor

Louis Pappas is a financial advisor based in Athens, Georgia, working with Cannon Financial Strategists, Inc. Louis has previously held positions at Cannon Securities, Inc and Cannon Financial Strategists, Inc. Louis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia and Texas. Currently, Louis is part of Cannon Financial Strategists, Inc, which operates out of Athens, Georgia. The firm has 1 office and 30 employees. The firm manages assets totaling $1.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Cannon Financial Strategists, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

649-8 South Milledge Ave
Athens, GA 30605

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Cannon Financial Strategists, Inc Brokerage Details

Total Assets Under Management

$1,347,089,399

GA Average: $3,570,121,308
Total Number of Employees

30

GA Average: 58
Total Number of Accounts

2,837

GA Average: 1,608
Average Account Size

$474,829

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Louis Pappas Work History

2011 - Present (13 years)

Cannon Securities, Inc

2011 - Present (13 years)

Cannon Financial Strategists, Inc

Disclosures

Please visit the SEC profile of Louis Pappas 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

Robert Carlton
Athens, GA
Ashley Dent
Athens, GA
Jonathan North
Athens, GA
Jack Reilley
Athens, GA
Kristin Smith
Athens, GA
Rachel Smith
Athens, GA
R. Danner
Athens, GA
Kristen Manweiler
Athens, GA

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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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.

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