Phillip Kyle Yancey
Investment adviser representative at Cannon Financial Strategists, Inc.
21 yearsExperience
1 stateRegistered in
$1.7BFirm assets
12 yearsFirm in business
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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
- Pension consulting
Experience
21 years in the industry.
- Cannon Securities, Inc.Aug 2011 to now
- Self-employedApr 2006 to now
- Cannon Financial Strategists, Inc.Mar 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (GA).
Cannon Financial Strategists, Inc.
$1.7BAssets managed
1,015Clients
29Advisers
12 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
- 2529600
- Firm CRD
- 133509