Charles
Cannon

Wealth Watch Advisors, Inc

CRD#2562943
Investment Advisor
in Tigard, OR

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About this Advisor

Charles Cannon is a financial advisor based in Tigard, Oregon, working with Wealth Watch Advisors, Inc. Charles has previously held positions at Jd Mellberg Financial, LLC, Secure Investment Management, LLC, Specialized Advisors, LLC, Aegis Wealth Management, Inc, Impact Partnership Wealth, LLC, and Cannon Insurance Solutions, Inc. Charles has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Oregon. Currently, Charles is part of Wealth Watch Advisors, Inc, which operates out of Tigard, Oregon. The firm has 47 offices and 52 employees. The firm manages assets totaling $348.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Wealth Watch Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Tigard, OR

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Wealth Watch Advisors, Inc Brokerage Details

Total Assets Under Management

$348,457,887

OR Average: $2,349,664,866
Total Number of Employees

52

OR Average: 28
Total Number of Accounts

3,061

OR Average: 1,101
Average Account Size

$113,838

OR Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Charles Cannon Work History

2007 - Present (17 years)

Cannon Insurance Solutions, Inc

2022 - 2023 (1 year)

Impact Partnership Wealth, LLC

2019 - 2019 (< 1 year)

Specialized Advisors, LLC

2019 - 2021 (2 years)

Aegis Wealth Management, Inc

2018 - 2019 (1 year)

Secure Investment Management, LLC

2017 - 2019 (2 years)

Jd Mellberg Financial, LLC

Disclosures

Please visit the SEC profile of Charles Cannon 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 Wealth Watch Advisors, Inc

Jason Madero
Boerne, TX
John Kamm
Englewoood, CO
William Gastl
Englewood, CO
Steven Vrooman
Englewood, CO
Cash Matthews
Jenks, OK
James Mc Kennon
Brookhaven, MS
Andrew Arehart
Medina, OH
Howard Heatherly
San Diego, CA

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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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.

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