Samuel Cannon is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Campbell, CA, with 8 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
42 West Campbell Ave, Third Floor, Campbell, CA, 95008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samuel works as a financial advisor for JY Wealthcare, LLC (full-time), Avantax Insurance Agency and/or Avantax Insurance Services (a few hours per week), and Johanson & Yau (full-time). He assists clients with financial planning, investment management, and related services at each firm.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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