Matthew
Hearn
Cannon Wealth Management Services
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About this Advisor
Matthew Hearn is a certified financial planner and chartered financial consultant operating in Winston Salem, North Carolina with a total of 1 year of relevant experience. Hearn is on the advisory team at Cannon Wealth Management Services. During their career, Hearn has held roles at Lpl Financial LLC, Cannon Wealth Management Services, LLC and Private Client Services, LLC. Hearn holds Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to work in North Carolina and Texas. Cannon Wealth Management Services is a financial advisory firm based in Winston Salem, NC. The company has offices in two locations and a total of 10 people on staff. It manages $147 million in total assets among its 784 client accounts, making it one of the mid-sized firms in the United States by assets under management. The firm advises three charities and foundations. Of its 784 customer accounts, just 14% belong to high-net-worth individuals who have at least $1 million in investable assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees typically depend on which services the firm provides the client. However, fee types charged 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
Matthew Hearn Work History
Matthew has been registered as a financial advisor for 1 years.*
Cannon Wealth Management Services, LLC
Private Client Services, LLC
Lpl Financial LLC
*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 Matthew Hearn 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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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.
