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Chief Compliance Officer, Chief Executive Officer, President, Owner, Board Member · Cannon Financial Strategists, Inc.

Kelly L Dixon

CRD 5854982 · Named on Form ADV at one SEC-registered adviser

At a glance

Cannon Financial Strategists, Inc., an SEC-registered wealth manager based in Athens, GA with $1.7 billion in regulatory assets, lists Kelly L Dixon on its Form ADV as Chief Compliance Officer, Chief Executive Officer, President, Owner, Board Member, a control person.

Firms and roles

  • Cannon Financial Strategists, Inc.Chief Compliance Officer, Chief Executive Officer, President, Owner, Board MemberWealth manager · Athens, GA · $1.7B in regulatory assets

AtlasMembers

Kelly’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
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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

  • Jeffrey J. YoungChief Investment Officer, Cannon Financial Strategists, Inc.
  • Christopher J. EuellChief Operating Officer, Chief Information Officer, Cannon Financial Strategists, Inc.

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