D/b/a Canter Wealth

D/b/a Canter Wealth (CRD# 167828) is a financial advisory firm headquartered in La Jolla, CA. They manage $8,938,715 in 46 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $194,320
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at D/b/a Canter Wealth
Showing 1 - 9 of 9 top financial advisors.
1
Brittany N. Brownwood
CRD#: 5511588
5623 La Jolla Blvd, La Jolla, CA 92037
96
Wealthminder
score

Brittany Brownwood (CRD# 5511588) is an Investment Advisor Representative working at D/b/a Canter Wealth in La Jolla, CA and has over 9 years of experience in the finance industry. Brittany Brownwood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Babak Gahvari
CRD#: 5252172
7825 Fay Ave, Ste. 140, La Jolla, CA 92037
96
Wealthminder
score

Babak Gahvari (CRD# 5252172) is an Investment Advisor Representative working at D/b/a Canter Wealth in La Jolla, CA and has over 6 years of experience in the finance industry. Babak Gahvari has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Todd A. Buchner
CRD#: 2488913
7825 Fay Ave, Ste. 140, La Jolla, CA 92037
93
Wealthminder
score

Todd Buchner (CRD# 2488913) is an Investment Advisor Representative working at D/b/a Canter Wealth in La Jolla, CA and has over 21 years of experience in the finance industry.

4
Andrew E. Canter
CRD#: 4680954
7825 Fay Ave, Ste. 140, La Jolla, CA 92037
93
Wealthminder
score

Andrew Canter (CRD# 4680954) is an Investment Advisor Representative working at D/b/a Canter Wealth in La Jolla, CA and has over 13 years of experience in the finance industry.

5
Isaac G. Dixon
CRD#: 4926736
7825 Fay Ave, Ste. 140, La Jolla, CA 92037
93
Wealthminder
score

Isaac Dixon (CRD# 4926736) is an Investment Advisor Representative working at D/b/a Canter Wealth in La Jolla, CA and has over 11 years of experience in the finance industry.

6
Bryan J. Goligoski
CRD#: 2752534
7825 Fay Ave, Ste. 140, La Jolla, CA 92037
93
Wealthminder
score

Bryan Goligoski (CRD# 2752534) is an Investment Advisor Representative working at D/b/a Canter Wealth in La Jolla, CA and has over 9 years of experience in the finance industry.

7
Frank A. Caruso
CRD#: 6560606
7825 Fay Ave, Ste. 140, La Jolla, CA 92037
87
Wealthminder
score

Frank Caruso (CRD# 6560606) is an Investment Advisor Representative working at D/b/a Canter Wealth in La Jolla, CA and has 1 year of experience in the finance industry.

8
John D. Metzger
CRD#: 5732696
7825 Fay Ave, Suite 140, La Jolla, CA 92037
84
Wealthminder
score

John Metzger (CRD# 5732696) is an Investment Advisor Representative working at D/b/a Canter Wealth in La Jolla, CA and has over 8 years of experience in the finance industry. John Metzger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Eric R. McMullen
CRD#: 2304660
5623 La Jolla Blvd, La Jolla, CA 92037
66
Wealthminder
score

Eric McMullen (CRD# 2304660) is an Investment Advisor Representative working at D/b/a Canter Wealth in La Jolla, CA and has over 25 years of experience in the finance industry. Eric McMullen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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