Raymond
Wilcox
Cannon Wealth Management Services
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About this Advisor
Raymond Wilcox is a financial advisor based in Winston Salem, North Carolina, working with Cannon Wealth Management Services. Raymond has previously held positions at Invest Financial Corporation, Lpl Financial LLC, Cannon Wealth Management Services, LLC, and Private Client Services, LLC. Raymond has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Raymond is part of Cannon Wealth Management Services, which operates out of Winston Salem, North Carolina. The firm has 1 office and 11 employees. The firm manages assets totaling $176.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Cannon Wealth Management Services includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cannon Wealth Management Services Brokerage Details
$176,450,047
11
882
$200,057
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
Raymond Wilcox Work History
Cannon Wealth Management Services, LLC
Private Client Services, LLC
Lpl Financial LLC
Invest Financial Corporation
Disclosures
Please visit the SEC profile of Raymond Wilcox 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
Winston Salem, NC
King, NC
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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