Eric Brian Cannon

Financial advisor at First Citizens Investor Services, Inc.

Last updated 2026-10-10

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Eric Brian Cannon is a financial advisor at First Citizens Investor Services, Inc., CRD 4123975. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2009-06-29.

Registration

CRD number
4123975
Registration status
Active
IAPD registration
2009-06-29
Industry Experience
17 years
Work Experience
20 years
States registered
NC

Licenses and exams

  • Series 63
  • Series 65

Designations

  • CFP®

Work history

  • 2005-11 to Present · First Citizens Investor Services · Raleigh, NC

Current employment

SEC IAPD record for Eric Brian Cannon

First Citizens Investor Services, Inc.

Regulatory AUM
$2,626,080,185
Registered advisors
417
Offices
295
Clients per advisor
18.3 (Low)
Average AUM per client
$343.5K (Low)
High-net-worth client ratio
8.4% (Low)

First Citizens Investor Services, Inc.: advisors, services and reported ETF investments

About

Eric Brian Cannon is a CFP® financial advisor at First Citizens Investor Services, Inc.. Reported securities licenses include Series 63 and Series 65. The latest record indicates 17 years of industry experience and 20 years of reported work history. Reported roles include First Citizens Investor Services.

SEC disclosures list additional business and community activities: 1) Buncombe County Schools; 475 Enka Lake Rd: Non-investment related; business is not a client of the firm.

First Citizens Investor Services, Inc.'s firm-level Form ADV reports 417 advisors across 295 offices; approximately 18.3 clients per advisor, average assets per client of $343,503, and regulatory AUM of $2.6B; client categories including Individuals (non-HNW), High net worth individuals, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, Educational Seminars or Workshops.

What this firm offers

Filed by First Citizens Investor Services, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Banking or Thrift Institution
  • Insurance Company or Agency

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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