Frank Cannon
Frank Cannon is a registered investment advisor at Artesa Financial Group, based in Conroe, TX, with 24 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Real Estate Investing, Retirement Planning. Their firm serves 329 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range between 0.25% and 2.00% depending on portfolio value and services rendered. Fees are negotiable.
Fee Estimator
Location
Commonwealth Centre, 2040 N. Loop 336 W. , Ste. 227, Conroe, TX, 77304
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2007Other Business ActivitiesSells Insurance
Frank is the President, Treasurer, and Insurance Agent for Asset Guardian, LLC, a licensed insurance agency, spending a few hours per week on this. He also holds leadership positions in FBCAN Enterprise, Inc., 7C Land and Cattle Co, LLC, and Artesa Consulting, LLC, dedicating minimal time to these roles.
Employment History
Current Registrations
Artesa Financial Group
Previous Registrations
Raymond James Financial Services Advisors, INC
Investment Advisors
State Registrations2 states
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
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