Joseph Perkins has been Chief Financial Officer of Cannon Wealth Management Services since September 2022, is a control person of the firm and directly owns between 25% and 50% of it. Joseph Perkins holds a Bachelor's degree in Accounting from Appalachian State University.
Cannon Wealth Management Services, LLC is a Winston Salem, NC firm with $245M under management, 411 clients and 5 advisers across 2 offices, as of its April 2026 filing.
Joey Perkins is Managing Director, Wealth Advisor and Partner of Cannon Wealth Management. He has worked in the financial industry for over 25 years, including eight years in public accounting and 17 years in private accounting. As a Certified Public Accountant, he provides clients with tax-centric financial plans.
Joseph Perkins’ longest registration was 6 years at LPL Financial LLC (2016–2022).
- FartherAlso current– present · under a yearWinston-Salem, NC · Adviser representative · Firm CRD 302050
- – · 3 yearsWinston Salem, NC · Adviser representative · Firm CRD 323302
- LPL Financial LLC– · 6 yearsWinston-Salem, NC · Adviser representative · Firm CRD 6413
Professional designations
Listed by Cannon Wealth Management Services
- CPA
Investment adviser representative registrations
Joseph Perkins is registered as an investment adviser representative in North Carolina, since July 2026.
- North CarolinaSince 13 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 9 May 2016 |
| Series 7 | General Securities Representative Examination | 12 April 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joseph Charles Perkins
- CRD
- 6620408
- Firm
- Cannon Wealth Management Services · CRD 323302
- Role
- Chief Financial Officer
- Registration
- Investment adviser registration
- In the industry since
- April 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cannon-wealth.com
Where does Joseph Perkins work?
Joseph Perkins has been Chief Financial Officer of Cannon Wealth Management Services, LLC since September 2022, and is a control person of the firm.
Is Joseph Perkins a financial advisor?
Yes. Joseph Perkins has a current investment-adviser registration in North Carolina.
How many years of experience does Joseph Perkins have?
Joseph Perkins has 10 years in the financial industry, since April 2016, across 3 adviser firms.
What exams has Joseph Perkins passed?
Joseph Perkins has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2016. FINRA credited Joseph Perkins with the SIE, which began in October 2018.
Where was Joseph Perkins previously registered as an investment adviser?
Joseph Perkins has past investment-adviser registrations through Cannon Wealth Management Services, November 2022 to July 2026; LPL Financial LLC, May 2016 to November 2022, across 3 firms.
Is Joseph Perkins registered with FINRA?
No. Joseph Perkins has no current broker registration.
How can I verify Joseph Perkins’ record?
Search CRD 6620408 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Perkins’ full registration record.
