Canter Strategic Wealth Management, LLC

Canter Strategic Wealth Management, LLC (CRD# 167828) is a financial advisory firm headquartered in La Jolla, CA. They manage $5,200,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $1,040,000
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 Canter Strategic Wealth Management, LLC
Showing 1 - 4 of 4 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 Canter Strategic Wealth Management, LLC 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
Isaac G. Dixon
CRD#: 4926736
5623 La Jolla Blvd, La Jolla, CA 92037
93
Wealthminder
score

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

3
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 Canter Strategic Wealth Management, LLC in La Jolla, CA and has over 7 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.

4
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 Canter Strategic Wealth Management, LLC in La Jolla, CA and has over 24 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.