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Anita Cannon

20 Years of Experience
Fayetteville, NC
Broker

Anita Cannon is a registered investment advisor at PNC Wealth Management, based in Fayetteville, NC, with 20 years of industry experience. Anita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities. Their firm serves 157,536 clients with $27B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1116 advisors
Number of Clients
157,536 clients
Average Client Portfolio
$168K average
Assets Under Management
$26.5B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $4.0M1.00%
$4M+1.00%

Fees negotiable for accounts over $4,000,000. From time-to-time, we offer discounted pricing programs at our discretion. For example, current employees of PNCWM and their immediate family members are eligible for employee pricing.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

214 N Mcpherson Church Rd, Fayetteville, NC, 28303

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
PNC Wealth Management LLCBroker
November 2017 - Present · 8 yrs 6 mos
PNC Wealth Management
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Cuso Financial Services, L.P.Broker
December 2016 - October 2017 · 10 mos
Cuso Financial Services, L.P.
December 2016 - October 2017 · 10 mos
Msi Financial Services, INC.
January 2009 - December 2016 · 7 yrs 11 mos
Msi Financial Services, INC.Broker
January 2006 - December 2016 · 10 yrs 11 mos
Metropolitan Life Insurance CompanyBroker
January 2006 - July 2007 · 1 yr 6 mos
State Registrations11 states
CAFLKSNCNJNMOKPASCTXVA
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.