RC
RC

Robert Cannon

6 Years of Experience
Winston Salem, NC
Broker

Robert Cannon is a registered investment advisor at Empower Advisory Group, LLC, based in Winston Salem, NC, with 6 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 250,707 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1613 advisors
Number of Clients
250,707 clients
Average Client Portfolio
$635K average
Assets Under Management
$159.1B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K - $400K0.30%
$400K+0.20%

EAG reserves the right to offer discounted fees or waive periodic fees.

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

Winston Salem, NC

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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
Empower Advisory Group, LLC
December 2024 - Present · 1 yr 5 mos
Empower Financial Services, INC.
May 2024 - Present · 2 yrs
Empower Financial Services, INC.Broker
May 2024 - Present · 2 yrs
Previous Registrations
Nuveen Securities, LLCBroker
November 2022 - March 2024 · 1 yr 4 mos
Nuveen Asset Management, LLC
November 2022 - March 2024 · 1 yr 4 mos
Advice and Planning Services
December 2020 - February 2022 · 1 yr 2 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
September 2018 - February 2022 · 3 yrs 5 mos
AXA Advisors, LLCBroker
March 2018 - August 2018 · 5 mos
State Registrations45 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.