Charles Cannon
Charles Cannon is a registered investment advisor at RBC Capital Markets, LLC, based in Germantown, TN, with 47 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
6815 Poplar Avenue, Suite 210, Germantown, TN, 38138
Get directionsHistory
Regulatory History (3)
Regulatory
January 1984Regulatory
June 1983Employment Separation After Allegations
November 1982Other Business Activities
Charles is a trustee for trusts created under his father's will, dedicating minimal time. He also has 15% ownership in Cannon Bros Farm, a family farm, requiring minimal time.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities IncorporatedBroker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
Prudential Securities IncorporatedBroker
Morgan Keegan & Company, INC.Broker
State Registrations9 states
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.