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Scott Cannon

10 Years of Experience
Ellicott City, MD
Broker

Scott Cannon is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ellicott City, MD, with 10 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

6011 University Blvd Ste 430, Ellicott City, MD, 21043

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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

Scott is the owner/proprietor of Chesapeake Tax Services, LLC, where he prepares tax returns. He spends a few hours per week on this activity.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
August 2016 - Present · 9 yrs 11 mos
Previous Registrations
Planmember Securities CorporationBroker
April 2015 - July 2016 · 1 yr 3 mos
State Registrations21 states
AZCACODCDEFLGAKYMAMDNCNJNVNYPARISCTXUTVAWV
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.
Scott Cannon - Financial Advisor | TrueAdvisor