Jim Cannon
Vorstandsvorsitzender bei Dynamic Advisor Solutions LLC
Profil
James Richard Cannon is the founder and CEO of Dynamic Advisor Solutions LLC, which was founded in 2008.
He was also the President and CEO of SagePoint Financial, Inc. from 1987 to 2008.
Cannon received his undergraduate degree from Arizona State University.
Aktive Positionen von Jim Cannon
| Unternehmen | Position | Beginn |
|---|---|---|
Dynamic Advisor Solutions LLC
 Dynamic Advisor Solutions LLC Investment ManagersFinance Dynamic Advisor Solutions LLC, dba Dynamic Wealth Advisors (Dynamic), is a registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded by Jim Cannon in 2008 and is wholly-owned by DWA Management LLC, which is owned by Cannon Family Trust. Dynamic offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension plans, profit-sharing plans and businesses through affiliated investment advisor representatives. | Vorstandsvorsitzender | 01.01.2008 |
Ehemalige bekannte Positionen von Jim Cannon
| Unternehmen | Position | Ende |
|---|---|---|
SagePoint Financial, Inc.
 SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors. | Direktor der Forschung - Eigenkapital | 31.05.2008 |
Ausbildung von Jim Cannon
| Arizona State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
SagePoint Financial, Inc.
SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors. | Finance |
Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC Investment ManagersFinance Dynamic Advisor Solutions LLC, dba Dynamic Wealth Advisors (Dynamic), is a registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded by Jim Cannon in 2008 and is wholly-owned by DWA Management LLC, which is owned by Cannon Family Trust. Dynamic offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension plans, profit-sharing plans and businesses through affiliated investment advisor representatives. | Finance |
