Avi Kantor (CRD# 2203133) is an Investment Advisor Representative working at Certior Financial Group, LLC in King Of Prussia, PA and has over 25 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Certior Financial Group, Llc F/k/a Kantor Financial Group, LLC | King Of Prussia, PA | Nov 2016 - Current | 7 |
| Kantor Financial Group, LLC | King Of Prussia, PA | Aug 2009 - Oct 2016 | 7 |
| Voya Financial Advisors | King Of Prussia, PA | Jan 2004 - Oct 2016 | 12 |
| Ing Financial Partners, Inc. | King Of Prussia, PA | Jan 2004 - Sep 2014 | 10 |
| Heritage Financial Advisors | King Of Prussia, PA | Jan 2001 - Sep 2014 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1999 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
- WY
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Total Assets Under Management364MILLIONS
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Total Number of Accounts1,698ACCOUNTS
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Average Account Value$214,289
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, LA, MA, NJ, NY, PA, SC, TX, WY
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