Loren Asmus (CRD# 6061788) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Gallatin, TN and has over 11 years of experience in the finance industry.
CRD# 6608563
Edward Jones
CRD# 4183126
Raymond James Financial Services Advisors, Inc.
CRD# 6308347
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Canterbury Consulting, Inc. | Newport Beach, CA | Jan 2018 - Current | 6 |
| Canterbury Consulting, Inc. | Newport Beach, CA | Jan 2015 - Dec 2017 | 2 |
| Canterbury Consulting, Inc. | Newport Beach, CA | Apr 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2012 |
- CA
- TN
-
Total Assets Under Management6,615MILLIONS
-
Total Number of Accounts4,358ACCOUNTS
-
Average Account Value$1,517,838
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, ID, NV, OH, OR, TN, TX, UT, WA
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