William
Amburn
Cannon Wealth Management Services
Answer a few questions and
get matched with an advisor.
About this Advisor
William Amburn is a financial advisor operating in King, North Carolina with 1 year of industry experience. Amburn is an employee of Cannon Wealth Management Services. The advisor has gained experience at Cannon & Company, Llp, Lpl Financial LLC, Cannon Wealth Management Services, LLC and Private Client Services, LLC. Amburn holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in North Carolina and Texas. Cannon Wealth Management Services is a company headquartered in Winston Salem, NC. The investment advisory business has offices in two locations and a total of 10 financial advisors. It has $147 million in assets under management between its 784 customer accounts, making it one of the mid-sized firms in the United States by assets under management. The firm provides financial advice to three charitable organizations. Of its 784 accounts, just 14% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company has a number 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. Financial advisory fee schedules typically are based on which services are provided. 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
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
William Amburn Work History
William has been registered as a financial advisor for 1 years.*
Cannon Wealth Management Services, LLC
Private Client Services, LLC
Lpl Financial LLC
Cannon & Company, Llp
*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 William Amburn 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
