William KantnerCRD Number: 1091702
Current Firm: Chartered Advisory Group
William Kantner (CRD# 1091702) is an Investment Advisor Representative working at Chartered Advisory Group in Chadds Ford, PA and has over 35 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Sensenig Capital Advisors, Inc.
|Chartered Financial Group, Inc Fka Chartered Financial Group In||Chadds Ford, PA||Jan 2001 - Current||17|
|Securities America, Inc.||Chadds Ford, PA||Feb 1996 - Current||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1983|
|S65||NASAA Investment Advisors Law Examination||Apr 1995|
Total Assets Under Management140MILLIONS
Total Number of Accounts1,070ACCOUNTS
Average Account Value$130,974
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
DE, MD, PA