Christopher Cannon
Firstrust · Daytona Beach, Florida
Christopher Cannon is a fee-only financial advisor at Firstrust in Daytona Beach, Florida, who holds the CFA credential. Firstrust reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Firstrust |
|---|---|
| Based in | Daytona Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $250M across 128 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL · CRD 2285237 |
| Exams passed | Series 63 (1992) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.financialteam.com |
How Christopher's firm compares
- Firstrust's average account is about $2.0 million, from its Form ADV (assets managed divided by 128 accounts).
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Questions about Christopher
Is Christopher Cannon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Firstrust reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher's firm, Firstrust, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Christopher Cannon based?
Christopher Cannon is based in Daytona Beach, Florida.
What credentials does Christopher Cannon hold?
Christopher Cannon holds the CFA credential.
Is Christopher Cannon registered with the SEC?
Yes. Christopher Cannon is registered as an investment adviser representative in FL (CRD 2285237), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Firstrust manage?
Firstrust reports $250M across 128 accounts in assets under management.
How do I contact Christopher Cannon?
Through Christopher's website, www.financialteam.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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