Channon Cain (CRD# 4711988) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Austin, TX and has over 20 years of experience in the finance industry. Channon Cain has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Raymond James Financial Services | Austin, TX | Jun 2020 - Current | 4 |
Raymond James Financial Services Advisors, Inc. | Austin, TX | Jun 2020 - Current | 4 |
Prosperity Bank | Austin, TX | Jun 2020 - Current | 4 |
Prosperity Private Investments | Austin, TX | Jun 2020 - Current | 4 |
Purpose Wealth Management LLC | Spicewood, TX | Dec 2018 - Current | 5 |
Purpose Wealth Management LLC | Spicewood, TX | Dec 2018 - Current | 5 |
Agility Ventures LLC | Spicewood, TX | Jul 2018 - Current | 6 |
Texans For Channon Cain | Spicewood, TX | Sep 2021 - Apr 2022 | < 1 |
First Trust Portfolios LP | Wheaton, IL | Dec 2018 - Jun 2020 | 1 |
Jackson National Life Distributors LLC | Franklin, TN | Jun 2005 - Aug 2018 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2003 |
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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