HC
CFP
HC
CFP

Harold Cannon

5 Years of Experience
Spartanburg, SC
BrokerSells Insurance

Harold Cannon is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Spartanburg, SC, with 5 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

1983 S. Pine Street, Spartanburg, SC, 29302

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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 ActivitiesSells Insurance

Harold is an associate/employee at Switzer Wealth Partners as a financial advisor and financial planner, and is SC insurance licensed. He also works as a real estate agent, dedicating minimal time to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2020 - Present · 6 yrs 1 mo
Raymond James Financial Services, INC.Broker
May 2020 - Present · 6 yrs 2 mos
State Registrations16 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.
Harold Cannon - Financial Advisor | TrueAdvisor