Joseph
Perkins
Cannon Wealth Management Services
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About this Advisor
Joseph Perkins is a financial advisor working in Winston Salem, North Carolina who has 1 year of relevant experience. Perkins works at Cannon Wealth Management Services. Over the course of their career, they have held roles at Sharp Business Systems Of North Carolina, Lpl Financial LLC, Cannon Wealth Management Services, LLC and Private Client Services, LLC. Perkins maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in North Carolina. Cannon Wealth Management Services is a company that has its headquarters in Winston Salem, NC. The company has offices in two locations and a total of 10 advisors. It oversees $147 million in total assets across its 784 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm provides financial advice to three charities and foundations. Of its 784 client accounts, just 14% belong to high-net-worth investors who have greater than $1 million in assets. Cannon Wealth Management Services has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees largely vary depending on the type of financial services offered. However, fee types billed by Cannon Wealth Management Services typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cannon Wealth Management Services Brokerage Details
$146,593,158
10
784
$186,981
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Joseph Perkins Work History
Joseph has been registered as a financial advisor for 1 years.*
Cannon Wealth Management Services, LLC
Private Client Services, LLC
Lpl Financial LLC
Sharp Business Systems Of North Carolina
*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 Joseph Perkins 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 Wealth Management Services
Winston Salem, NC
Winston Salem, NC
Winston Salem, NC
Winston Salem, NC
Winston Salem, NC
King, NC
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.
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