William Cannon

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

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

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

Current Employers

Employment History

• 05/2014 → 09/2017
  Triad Advisors, Inc.
  Norcross, GA
• 04/2014 → 06/2018
  Glass Jacobson
  Owings Mills, MD
• 06/2018 → 07/2019
  Planning Solutions Group, Llc
  Fulton, MD
• 07/2019 → 06/2025
  Lpl Financial Llc
  Fulton, MD
• 07/2019 → Present
  Wealth Enhancement Group
  Virginia Beach, VA
• 07/2019 → Present
  Wealth Enhancement Advisory Services, Llc
  Virginia Beach, VA
• 07/2019 → Present
  Wealth Enhancement Brokerage Services
  Virginia Beach, VA

Previous Registrations

• 2018-06-11 → 2019-09-10
  Planning Solutions Group, Llc
  Fulton, MD
• 2014-06-30 → 2018-06-11
  Glass Jacobson Wealth Advisors
  Owings Mills, MD

Other Businesses

1. WEALTH ENHANCEMENT ADVISORY SERVICES - REGISTERED ADMIN - VIRGINIA BEACH, VA 2. WEALTH ENHANCEMENT GROUP - Non-Investment Related - Fixed Insurance - Director, Retirement Plan Services - Start Date: 08/2024 - 5 Hours Spent per Month/0 Hours Spent During Trading Hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-30
• S66 Uniform Combined State Law Examination
  2001-02-20
• S63 Uniform Securities Agent State Law Examination
  1991-07-29

Other Names

• Bill Cannon
• William Thomas Cannon
• William Thomas Cannon