R. Marshall Danner
Investment adviser representative at Cannon Financial Strategists, Inc.
10 yearsExperience
1 stateRegistered in
$1.7BFirm assets
12 yearsFirm in business
Are you R. Marshall Danner? Claim your profile
Contact this firm
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
10 years in the industry.
- Cannon Financial Strategists, Inc.Dec 2022 to now
- Chick-fil-a At Epps Bridge ParkwayMay 2022 to Jul 2022
- Wesleyan Ace HardwareMay 2021 to Aug 2021
- The University of GeorgiaAug 2019 to Dec 2022
- Middle and High SchoolAug 2012 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7705478
- Firm CRD
- 133509