Matthew Hearn has been Chief Operating 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.
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.
Matt Hearn is Managing Director, Wealth Advisor and Partner of Cannon Wealth Management. He has worked in the financial industry since 2002, after earlier work as a math teacher and soccer coach. He joined Cannon Wealth Management in 2012 and became a partner, and he specializes in retirement planning and tax planning for small business owners. He is the founder of the nonprofit Method To My Money, Inc.
Matthew Hearn’s longest registration was 9 years at LPL Financial LLC (2012–2022).
- 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– · 9 yearsWinston-Salem, NC · Adviser representative · Firm CRD 6413
- 1st Global Advisors Inc– · under a yearWinston Salem, NC · Adviser representative · Firm CRD 111133
- Raymond James Financial Services Advisors, Inc– · 3 yearsKing, NC · Adviser representative · Firm CRD 149018
- Raymond James Financial Services– · 1 yearKing, NC · Adviser representative · Firm CRD 6694
- Edward Jones– · under a yearRural Hall, NC · Adviser representative · Firm CRD 250
Professional designations
Listed by Cannon Wealth Management Services
- CFP®
- ChFC®
Investment adviser representative registrations
Matthew Hearn is registered as an investment adviser representative in 2 states. Each was approved in July 2026.
- North CarolinaSince 13 July 2026
- TexasSince 13 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 11 March 2013 |
| Series 66 | Uniform Combined State Law Examination | 25 January 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 August 2004 |
| Series 7 | General Securities Representative Examination | 6 August 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew David Hearn
- CRD
- 4808922
- Firm
- Cannon Wealth Management Services · CRD 323302
- Role
- Chief Operating Officer
- Registration
- Investment adviser registration
- In the industry since
- August 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cannon-wealth.com
Where does Matthew Hearn work?
Matthew Hearn has been Chief Operating Officer of Cannon Wealth Management Services, LLC since September 2022, and is a control person of the firm.
Is Matthew Hearn a financial advisor?
Yes. Matthew Hearn has a current investment-adviser registration in North Carolina and Texas.
How many years of experience does Matthew Hearn have?
Matthew Hearn has 22 years in the financial industry, since August 2004, across 7 adviser firms.
What exams has Matthew Hearn passed?
Matthew Hearn has passed 4 licensing exams: the Series 7, Series 63, Series 66 and Series 24. The earliest, the Series 7, was passed in August 2004. FINRA credited Matthew Hearn with the SIE, which began in October 2018.
Where was Matthew Hearn previously registered as an investment adviser?
Matthew Hearn has past investment-adviser registrations through Cannon Wealth Management Services, November 2022 to July 2026; LPL Financial LLC, December 2012 to November 2022; 1st Global Advisors Inc, February 2012 to December 2012; Raymond James Financial Services Advisors, Inc, January 2009 to February 2012; Raymond James Financial Services, December 2007 to January 2009; Edward Jones, February 2007 to December 2007, across 7 firms.
Is Matthew Hearn registered with FINRA?
No. Matthew Hearn has no current broker registration.
Is Matthew Hearn a CFP?
Cannon Wealth Management Services lists Matthew Hearn with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Matthew Hearn’s record?
Search CRD 4808922 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Hearn’s full registration record.
