Nick Kantar (CRD# 1303955) is an Investment Advisor Representative working at Navellier & Associates Inc. in Austin, TX and has over 39 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Axa Advisors, LLC | New York, NY | Oct 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1984 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2006 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
- TX
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Total Assets Under Management840MILLIONS
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Total Number of Accounts1,314ACCOUNTS
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Average Account Value$639,365
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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