Michael
Boykin
Cannon Advisors
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About this Advisor
Michael Boykin is a financial advisor based in Charlotte, North Carolina who has 5 years of industry experience. Boykin is on the advisory team at Cannon Advisors. Over the course of their career, Boykin has held roles at Advisory Service Network, LLC, Knights Of Colmbus, Cannon Advisors, Inc, Cannon Tax & Accounting, Inc, Regulus Advisors, LLC and Cannon Sales, Inc. Boykin has a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in Louisiana, North Carolina and South Carolina. Cannon Advisors is a registered investment firm that has its headquarters in Charlotte, NC. It handles $120 million in total assets between its 221 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm advises one charities and foundations. Of its 221 accounts, 25% are held by high-net-worth clients who have at least $1 million in assets. The firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types billed by Cannon Advisors most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cannon Advisors Brokerage Details
$119,888,169
4
221
$542,480
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Michael Boykin Work History
Michael has been registered as a financial advisor for 5 years.*
Cannon Advisors, Inc
Regulus Advisors, LLC
Cannon Advisors, Inc
Advisory Service Network, LLC
Cannon Tax & Accounting, Inc
Cannon Sales, Inc
Knights Of Colmbus
*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 Michael Boykin 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 Advisors
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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