Rachel Ann Smith
Investment adviser representative at Cannon Financial Strategists, Inc.
13 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
13 years in the industry.
- Cannon Securities, Inc.Sep 2025 to now
- Cannon Financial Strategists, Inc.Aug 2023 to now
- Ifg Advisory, LLCApr 2022 to Aug 2023
- LPL Financial LLCApr 2022 to Aug 2023
- Blueprint Wealth Solutions, Freedom Street Partners dbaMar 2020 to Apr 2022
- Raymond James Financial Services Advisors, Inc.Mar 2020 to Apr 2022
- Raymond James Financial Services, Inc.Mar 2020 to Apr 2022
- Raymond James & AssociatesSep 2013 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2012
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
- 4867160
- Firm CRD
- 133509