Channon Cain
Channon Cain is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Austin, TX, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2829 Bee Caves Road, Austin, TX, 78746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Channon is involved in several business activities, including political activity, serving as owner of Agility Ventures LLC (investment holdings), facilitating global trade through DW Global Sourcing Limited, and serving as Treasurer and Board Member for the Lake Travis Chamber of Commerce. He also works as a Financial Advisor for both Prosperity Bank and ProsperityPrivate Investments, taking about half his time, and is the CEO of Purpose Wealth Management LLC, which is currently inactive.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
First Trust Advisors LP
First Trust Portfolios L.P.Broker
Jackson National Life Distributors LLCBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations8 states
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