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Secretary and Director of Operations · Cannon Advisors

Lisa D. Cannon

CRD 4666165 · Named on Form ADV at one SEC-registered adviser

At a glance

Cannon Advisors, an SEC-registered wealth manager based in Charlotte, NC with $182 million in regulatory assets, lists Lisa D. Cannon on its Form ADV as Secretary and Director of Operations.

Firms and roles

  • Cannon AdvisorsSecretary and Director of OperationsWealth manager · Charlotte, NC · $182M in regulatory assets

AtlasMembers

Lisa’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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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 Lisa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.