Royce
Cannon

Moloney Securities Asset Management LLC

CRD#2206590
Investment Advisor
in Brentwood, TN

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About this Advisor

Royce Cannon is a financial advisor based in Brentwood, Tennessee, working with Moloney Securities Asset Management LLC. Royce has previously held positions at Penn Mutual, American United Life, Oneamerica Securities, Inc, Moloney Securities Asset Management, LLC, and Moloney Securities Co., Inc. Royce has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee and Texas. Currently, Royce is part of Moloney Securities Asset Management LLC, which operates out of Brentwood, Tennessee. The firm has 45 offices and 82 employees. The firm manages assets totaling $1.2 billion 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, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Moloney Securities Asset Management LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

215 Centerview Drive Suite 260
Brentwood, TN 37027

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Moloney Securities Asset Management LLC Brokerage Details

Total Assets Under Management

$1,201,212,148

TN Average: $11,469,110,461
Total Number of Employees

82

TN Average: 458
Total Number of Accounts

4,236

TN Average: 33,415
Average Account Size

$283,572

TN Average: $343,232

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Royce Cannon Work History

2016 - Present (8 years)

Moloney Securities Asset Management, LLC

2016 - Present (8 years)

Moloney Securities Co., Inc

2002 - Present (22 years)

American United Life

1996 - Present (28 years)

Penn Mutual

2003 - 2016 (13 years)

Oneamerica Securities, Inc

Disclosures

Please visit the SEC profile of Royce 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 Moloney Securities Asset Management LLC

Kathleen Steel
Indianapolis, IN
Patrice Henjum
Ballwin, MO
James Nelson
Ballwin, MO
Andrew Feyerabend
Ballwin, MO
Edward Prince
Ballwin, MO
Jeffrey Roseman
Ballwin, MO
William Leisman
Ballwin, MO
Robert Kersey
Gig Harbor, WA

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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