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Samuel Cannon

33 Years of Experience
Doylestown, PA
1 DisclosureBroker

Samuel Cannon is a registered investment advisor at Wells Fargo Advisors, based in Doylestown, PA, with 33 years of industry experience. Samuel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2005 S Easton Rd Ste 108, Doylestown Commerce Center, Doylestown, PA, 18901

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History

Regulatory History (1)
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Customer Dispute
February 2016
Denied
Employment History
Current Registrations
Wells Fargo Advisors
May 2009 - Present · 17 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
January 2009 - Present · 17 yrs 9 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
May 2000 - January 2005 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1992 - January 2009 · 16 yrs 2 mos
State Registrations21 states
AKARAZCACOCTDCDEFLMAMDMIMONCNJNYPASCTXVAVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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