Firstrust LLC
Legal Name: FIRSTRUST LLC
Full Contact Details
Firstrust LLC
113 EXECUTIVE CIR., DAYTONA BEACH, FL
386-788-3737
386-788-3717
Other Info
FIRSTRUST LLC is a FL Limited Liability Company consisting of 10 employees, with 5 occupying advisory roles. Despite its smaller size, the company serves 3 clients, demonstrating a focus on quality over quantity. FIRSTRUST LLC's SEC status is approved, with a registration date of Aug 30, 1999, indicating it meets the necessary regulatory requirements to operate within the financial industry.
Fee Only Wealth Management – FirsTrust
FirsTrust is an independent team of financial experts with decades of experience in fee only wealth management.
Direct Owners
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CHRISTOPHER WOOD CANNON
CHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICER owns more than 25% but less than 50%
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MICHAEL T KOENIG
CHIEF EXECUTIVE OFFICER owns less than 5%
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MICHELLE CANNON
CHIEF OPERATIONS OFFICER owns more than 10% but less than 25%
-
WILLIAM JAMES KEARNEY
PRESIDENT owns less than 5%
Firms Located Nearby
- AEGIS WEALTH MANAGEMENT, LLC
- Southern Trust Financial Planning Inc
- JW Korth & Company Limited Partnership
- Channing Global Advisors LLC
- Stewardship Advisory Group LLC
- Burgess Chambers & Associates Inc
- Glide Capital LLC
- Punch CARD Management LP
- Carlyle Aviation Securities Partners LLC
- Brightwater Advisory LLC