Rachel Ann Smith

Employer firm

Cannon Financial Strategists, Inc. CRD 133509

$1.67B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• TAX COMPLIANCE SERVICES

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

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

Current Employers

Employment History

• 09/2013 → 03/2020
  Raymond James & Associates
  Athens, GA
• 03/2020 → 04/2022
  Raymond James Financial Services, Inc.
  Watkinsville, GA
• 03/2020 → 04/2022
  Blueprint Wealth Solutions, Freedom Street Partners Dba
  Watkinsville, GA
• 03/2020 → 04/2022
  Raymond James Financial Services Advisors, Inc.
  Watkinsville, GA
• 04/2022 → 08/2023
  Lpl Financial Llc
  Athens, GA
• 04/2022 → 08/2023
  Ifg Advisory, Llc
  Atlanta, GA
• 08/2023 → Present
  Cannon Financial Strategists, Inc.
  Athens, GA
• 09/2025 → Present
  Cannon Securities, Inc.
  Athens, GA

Previous Registrations

• 2022-06-06 → 2023-08-11
  Ifg Advisory, Llc
  Atlanta, GA
  Athens, GA
• 2020-03-26 → 2022-04-27
  Raymond James Financial Services Advisors, Inc
  Watkinsville, GA
• 2013-10-10 → 2020-03-25
  Raymond James & Associates, Inc.
  Athens, GA
  Watkinsville, GA
• 2012-10-16 → 2013-09-17
  Wells Fargo Clearing Services, Llc
  Athens, GA

Exams

• S66 Uniform Combined State Law Examination
  2012-10-15

Other Names

• Rachel Ann Hicks
• Rachel A Smith