Rachel
Smith
Cannon Financial Strategists, Inc
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About this Advisor
Rachel Smith is a financial advisor based in Athens, Georgia, working with Cannon Financial Strategists, Inc. Rachel has previously held positions at Raymond James & Associates, Raymond James Financial Services, Inc, Blueprint Wealth Solutions, Freedom Street Partners Dba, Raymond James Financial Services Advisors, Inc, Lpl Financial LLC, Ifg Advisory, LLC, and Cannon Financial Strategists, Inc. Rachel has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Rachel 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
Services Offered
Fee Structure
Office Location
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Cannon Financial Strategists, Inc Brokerage Details
$1,347,089,399
30
2,837
$474,829
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Rachel Smith Work History
Cannon Financial Strategists, Inc
Lpl Financial LLC
Ifg Advisory, LLC
Raymond James Financial Services, Inc
Blueprint Wealth Solutions, Freedom Street Partners Dba
Raymond James Financial Services Advisors, Inc
Raymond James & Associates
Disclosures
Please visit the SEC profile of Rachel Smith 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
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