Royce Lee Cannon
Investment adviser representative at Quincy Wells Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$87.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Quincy Wells Capital, LLCMar 2026 to now
- Quincy Wells Advisors, LLCJan 2026 to now
- Great Point Capital, LLCJan 2026 to Mar 2026
- Berthel, Fisher & Company Financial Services, Inc.Dec 2025 to Jan 2026
- Bfc Planning, Inc.Dec 2025 to Jan 2026
- Moloney Securities Asset Management, LLCJul 2016 to Jan 2026
- Moloney Securities Co., Inc.Jul 2016 to Jan 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (TN).
Quincy Wells Advisors, LLC
$87.3MAssets managed
247Clients
30Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2206590
- Firm CRD
- 307477