Raymond Hugh Wilcox

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2009 → 09/2020
  Triad Wealth Management Llc
  Kernersville, NC
• 09/2020 → 07/2026
  Cannon Wealth Management Services, Llc
  Winston Salem, NC
• 11/2022 → 07/2026
  Private Client Services, Llc
  Winston Salem, NC
• 07/2026 → Present
  Farther
  Winston Salem, NC

Previous Registrations

• 2022-11-02 → 2026-07-22
  Cannon Wealth Management Services
  Winston Salem, NC
• 2018-02-14 → 2022-11-10
  Lpl Financial Llc
  Kernersville, NC
  Winston Salem, NC
• 2013-01-22 → 2018-02-21
  Invest Financial Corporation
  Appleton, WI
  Kernersville, NC
  Appleton, WI
• 2009-03-20 → 2013-01-31
  Lpl Financial Llc
  Winston-Salem, NC
  San Diego, CA
  Kernersville, NC
• 2003-12-01 → 2009-03-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Winston-Salem, NC
  Winston Salem, NC

Other Businesses

Independent Insurance Agent; not investment-related; started 07/1999; approximately 2 hours per month, 2 hours during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-11-29
• S63 Uniform Securities Agent State Law Examination
  2000-10-19

Other Names

• Chip Wilcox
• Raymond Hugh Wilcox