Raymond Wilcox has been Chief Executive 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.
Raymond Wilcox’s longest registration was 5 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2003–2009).
- 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– · 4 yearsWinston-Salem, NC · Adviser representative · Firm CRD 6413
- Invest Financial Corporation– · 5 yearsKernersville, NC · Adviser representative · Firm CRD 12984
- LPL Financial LLC– · 3 yearsKernersville, NC · Adviser representative · Firm CRD 6413
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 5 yearsWinston-Salem, NC · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Raymond Wilcox 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 24 | General Securities Principal Examination | 19 June 2009 |
| Series 31 | Futures Managed Funds Examination | 22 February 2007 |
| Series 66 | Uniform Combined State Law Examination | 29 November 2003 |
| Series 7 | General Securities Representative Examination | 5 November 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 October 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 October 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Raymond Hugh Wilcox
- CRD
- 4255308
- Firm
- Cannon Wealth Management Services · CRD 323302
- Role
- Chief Executive Officer
- Registration
- Investment adviser registration
- In the industry since
- November 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does Raymond Wilcox work?
Raymond Wilcox has been Chief Executive Officer of Cannon Wealth Management Services, LLC since September 2022, and is a control person of the firm.
Is Raymond Wilcox a financial advisor?
Yes. Raymond Wilcox has a current investment-adviser registration in North Carolina.
How many years of experience does Raymond Wilcox have?
Raymond Wilcox has 23 years in the financial industry, since November 2002, across 5 adviser firms.
What exams has Raymond Wilcox passed?
Raymond Wilcox has passed 6 licensing exams: the Series 6, Series 63, Series 7, Series 66, Series 31 and Series 24. The earliest, the Series 6, was passed in October 2000. FINRA credited Raymond Wilcox with the SIE, which began in October 2018.
Where was Raymond Wilcox previously registered as an investment adviser?
Raymond Wilcox has past investment-adviser registrations through Cannon Wealth Management Services, November 2022 to July 2026; LPL Financial LLC, February 2018 to November 2022; Invest Financial Corporation, January 2013 to February 2018; LPL Financial LLC, March 2009 to January 2013; Merrill Lynch, Pierce, Fenner & Smith Incorporated, December 2003 to March 2009, across 5 firms.
Is Raymond Wilcox registered with FINRA?
No. Raymond Wilcox has no current broker registration.
How can I verify Raymond Wilcox’s record?
Search CRD 4255308 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Raymond Wilcox’s full registration record.
