Ian Payne
Investment adviser representative at Cannon Financial Strategists, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.7BFirm 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
- Pension consulting
Experience
12 years in the industry.
- Cannon Financial Strategists, Inc.Sep 2024 to now
- Signature Wealth Management Group LLCJun 2023 to Sep 2024
- Signature Wealth Management Group LLCMay 2022 to May 2023
- Oshkosh CorporationMay 2021 to Dec 2021
- University of GeorgiaAug 2018 to May 2023
- Full-time StudentJun 2014 to Jun 2018
Designations
- CFP® certification
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
- 7767624
- Firm CRD
- 133509