Robert Montague Carlton
Investment adviser representative at Cannon Financial Strategists, Inc.
11 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
11 years in the industry.
- Cannon Financial Strategists, Inc.Sep 2021 to now
- Plantation PropertiesDec 2020 to Sep 2021
- Rowell AuctionsApr 2017 to Dec 2020
- UnemployedDec 2016 to Apr 2017
- GenopathAug 2015 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7454485
- Firm CRD
- 133509