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Chief Financial Officer · Cannon Wealth Management Services

JOSEPH C. PERKINS

CRD 6620408 · Named on Form ADV at one SEC-registered adviser

At a glance

Cannon Wealth Management Services, an SEC-registered wealth manager based in Winston Salem, NC with $245 million in regulatory assets, lists JOSEPH C. PERKINS on its Form ADV as Chief Financial Officer, a control person.

Firms and roles

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JOSEPH’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For JOSEPH’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.