Avi
Kantor
Certior Financial Group, LLC
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About this Advisor
Avi Kantor is a financial advisor working out of King Of Prussia, Pennsylvania with a total of 7 years of relevant experience. Kantor is currently employed by Certior Financial Group, LLC. Their career trajectory has included roles at Heritage Financial Advisors, Ing Financial Partners, Inc, Kantor Financial Group, LLC and Voya Financial Advisors. Kantor has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Certior Financial Group, LLC is a company operating out of King Of Prussia, PA. The investment advisory business has a total of 10 people on staff. It administers $240 million in total assets between its 1,243 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,243 customer accounts, 36% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Certior Financial Group, LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees largely vary depending on which services the firm provides the client. However, fee types billed by Certior Financial Group, LLC most likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Certior Financial Group, LLC Brokerage Details
$240,401,702
10
1,243
$193,404
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Avi Kantor Work History
Avi has been registered as a financial advisor for 7 years.*
Voya Financial Advisors
Kantor Financial Group, LLC
Heritage Financial Advisors
Ing Financial Partners, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
King Of Prussia, PA
Norristown, 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 4/16/2023. 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.
