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Charles Stewart Cannon

Investment adviser representative at Wealth Watch Advisors, Inc
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$612.4MFirm 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

16 years in the industry.

  1. Wealth Watch Advisors, IncOct 2024 to now
  2. Cannon Insurance Solutions, Inc.Jan 2007 to now
  3. Impact Partnership Wealth, LLCJul 2022 to Jun 2023
  4. Aegis Wealth Management, Inc.Dec 2019 to Oct 2021
  5. Specialized Advisors, LLCJan 2019 to Oct 2019
  6. Secure Investment Management, LLCOct 2018 to Jan 2019
  7. Jd Mellberg Financial, LLCMay 2017 to Oct 2019

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 1 state (OR).

Wealth Watch Advisors, Inc

$612.4MAssets managed
3,587Clients
52Advisers
11 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
2562943
Firm CRD
172002
Advisor's SEC record (opens in a new tab)
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