Sarah Cannon, financial advisor Columbus IN

Sarah Cannon

CRD Number: 2486505
Current Firm: Raymond James Financial Services Advisors, Inc.

Sarah Cannon (CRD# 2486505) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Columbus, IN and has over 25 years of experience in the finance industry. Sarah Cannon 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.

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Raymond James Financial Services Advisors, Inc.
Professional Designations
Company Name Location Dates Years
Raymond James Financial Services Columbus, IN Sep 2010 - Current 9
Raymond James Financial Services Advisors, Inc. Columbus, IN Sep 2010 - Current 9
First Financial Bank Hamilton, OH Sep 2009 - Current 10
First Financial Wealth Management Columbus, IN Jul 2012 - Oct 2015 3
Linsco / Private Ledger Corp. Columbus, IN Jul 2002 - Sep 2010 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1994
S65 NASAA Investment Advisors Law Examination Apr 2002
Contact Info for Sarah B. Cannon
Phone Number: 727-567-3020
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    103,692
    MILLIONS
  • Total Number of Accounts
    343,734
    ACCOUNTS
  • Average Account Value
    $301,664
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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BADGES
Clean Record
This advisor has a clean track record with regulators.

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