Andrew
Canter
Canter Wealth
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About this Advisor
Andrew Canter is a financial advisor based in La Jolla, California, working with Canter Wealth. Andrew has previously held positions at Canter Companies, Canter Strategic Wealth Management, and Canter Strategic Wealth Management, LLC. Andrew has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in California. Currently, Andrew is part of Canter Wealth, which operates out of La Jolla, California. The firm has 12 employees and manages assets totaling $302.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Canter Wealth includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Canter Wealth Brokerage Details
$302,045,491
12
310
$974,340
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Andrew Canter Work History
Canter Strategic Wealth Management
Canter Companies
Canter Strategic Wealth Management, LLC
Disclosures
Please visit the SEC profile of Andrew Canter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Canter Wealth
La Jolla, CA
La Jolla, CA
La Jolla, CA
La Jolla, CA
La Jolla, CA
La Jolla, CA
La Jolla, CA
La Jolla, CA
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