James Cannon Email & Phone Number
First Vice President - Financial Advisor Portfolio Manager - Portfolio Focus @ RBC Wealth Management
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James Cannon Location
- Philadelphia, PA, US
James Cannon Work
- First Vice President - Financial Advisor Portfolio Manager - Portfolio Focus @ (December 2014 - Present)
- Financial Advisor @ (December 2008 - December 2014)
- Investment Associate @ (June 2006 - December 2008)
James Cannon Education
- Ursinus College
Bachelor of Arts (B.A.) (Business and Economics)
2003-2007
James Cannon Skills
- Estate Planning
- Portfolio Management
- Strategic Financial Planning
- Series 63
- Strategic Financial
- Investments
- Financial Planners
- Retirement
- Asset Allocation
- Tax Planning
- Series 7
- Retirement Planning
- Financial Planning
- Mutual Funds
James Cannon Summary
- James Cannon, based in Philadelphia, PA, US, is currently a First Vice President - Financial Advisor Portfolio Manager - Portfolio Focus at RBC Wealth Management. James Cannon brings experience from previous roles at Baird and UBS Wealth Management. James Cannon holds a 2003 - 2007 Bachelor of Arts (B.A.) in Business and Economics @ Ursinus College. With a robust skill set that includes Estate Planning, Portfolio Management, Strategic Financial Planning, Series 63, Strategic Financial and more. James Cannon has 1 emails and 3 mobile phone numbers on RocketReach.
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