Kathleen Cannon
Kathleen Cannon is a registered investment advisor at Raymond James & Associates, INC., based in Greenville, NC, with 11 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2635 Charles Blvd., Greenville, NC, 27858
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kathleen is the treasurer for both the Nashville Elementary School PTA and the Red Oak Middle School Booster Club, both non-profit organizations. She helps create and maintain the budgets for both organizations, dedicating a few hours per week to each.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
First Citizens Investor Services, INC.Broker
PNC InvestmentsBroker
State Registrations17 states
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