Rory
Cannon
Lincoln Investment
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About this Advisor
Rory Cannon is a financial advisor based in Renton, Washington, working with Lincoln Investment. Rory has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, U.S. Bank, U.S. Bancorp Investments, Inc, Fidelity Brokerage Services, LLC, and Lincoln Investment. Rory has passed the Series 66 regulatory exam and is registered to provide services in Texas and Washington. Currently, Rory is part of Lincoln Investment, which operates out of Renton, Washington. The firm has 325 offices and 1,297 employees. The firm manages assets totaling $17.2 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, and selection of other advisers. The fee structure at Lincoln Investment includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lincoln Investment Brokerage Details
$17,218,143,141
1,297
203,427
$84,640
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Rory Cannon Work History
Lincoln Investment
Fidelity Brokerage Services, LLC
U.S. Bancorp Investments, Inc
Charles Schwab & Co., Inc
Charles Schwab Bank
U.S. Bank
Disclosures
Please visit the SEC profile of Rory Cannon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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