Avi
Kantor
Certior Financial Group, LLC
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About this Advisor
Avi Kantor is a financial advisor based in King Of Prussia, Pennsylvania, working with Certior Financial Group, LLC. Avi has previously held positions at Heritage Financial Advisors, Ing Financial Partners, Inc, Kantor Financial Group, LLC, Voya Financial Advisors, and Certior Financial Group, LLC F/K/A Kantor Financial Group, LLC. Avi has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania and Wyoming. Currently, Avi is part of Certior Financial Group, LLC, which operates out of King Of Prussia, Pennsylvania. The firm has 1 office and 10 employees. The firm manages assets totaling $363.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Certior Financial Group, LLC includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Certior Financial Group, LLC Brokerage Details
$363,862,446
10
1,698
$214,289
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Avi Kantor Work History
Certior Financial Group, LLC F/K/A Kantor Financial Group, LLC
Kantor Financial Group, LLC
Ing Financial Partners, Inc
Voya Financial Advisors
Heritage Financial Advisors
Disclosures
Please visit the SEC profile of Avi Kantor 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 Certior Financial Group, LLC
Norristown, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
Norristown, PA
King Of Prussia, PA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
