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Steven Cann

19 Years of Experience
Destin, FL
Broker

Steven Cann is a registered investment advisor at Raymond James & Associates, INC., based in Destin, FL, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

34851 Emerald Coast Parkway, Suite 200, Destin, FL, 32541

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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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Other Business Activities

Steven owns and manages rental real estate property since 2016. He dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2009 - Present · 17 yrs 6 mos
Raymond James & Associates, INC.Broker
January 2009 - Present · 17 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
April 2007 - February 2009 · 1 yr 10 mos
UBS Financial Services INC.Broker
March 2007 - February 2009 · 1 yr 11 mos
State Registrations22 states
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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.
Steven Cann - Financial Advisor | TrueAdvisor