Canterbury Consulting Incorporated

Canterbury Consulting Incorporated (CRD# 22875) is a financial advisory firm headquartered in Newport Beach, CA. They manage $16,445,000,000 in 7,841 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    16,445
    MILLION
  • Total Number of Accounts
    7,841
    ACCOUNTS
  • Average Account Value
    $2,097,309
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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.

AZ, CA, FL, OR, WA

Financial Advisors at Canterbury Consulting Incorporated
Showing 1 - 10 of 19 top financial advisors.
1
Michael S. Laven
CRD#: 1497898
660 Newport Center Drive, Suite 300, Newport Beach, CA 92660
96
Wealthminder
score

Michael Laven (CRD# 1497898) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has over 30 years of experience in the finance industry.

2
Nolan C. Wood
CRD#: 3041549
660 Newport Center Drive, Suite 300, Newport Beach, CA 92660
96
Wealthminder
score

Nolan Wood (CRD# 3041549) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has over 19 years of experience in the finance industry.

3
Alexis M. Barber
CRD#: 5023570
660 Newport Center Drive, Suite 300, Newport Beach, CA 92660
93
Wealthminder
score

Alexis Barber (CRD# 5023570) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has over 11 years of experience in the finance industry.

4
Chad G. Bollenbach
CRD#: 4486843
660 Newport Center Drive, Suite 300, Newport Beach, CA 92660
93
Wealthminder
score

Chad Bollenbach (CRD# 4486843) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has over 15 years of experience in the finance industry.

5
Donald R. Cluck
CRD#: 863902
660 Newport Center Drive, Suite 300, Newport Beach, CA 92660
93
Wealthminder
score

Donald Cluck (CRD# 863902) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has over 37 years of experience in the finance industry.

6
Jason E. Levey
CRD#: 4793252
660 Newport Center Drive, Suite 300, Newport Beach, CA 92660
93
Wealthminder
score

Jason Levey (CRD# 4793252) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has over 13 years of experience in the finance industry.

7
Poorvi R. Parekh
CRD#: 4901446
660 Newport Center Drive, Suite 300, Newport Beach, CA 92660
93
Wealthminder
score

Poorvi Parekh (CRD# 4901446) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has over 12 years of experience in the finance industry.

8
Sean Touhey
CRD#: 4709448
660 Newport Center Drive, Suite 300, Newport Beach, CA 92660
93
Wealthminder
score

Sean Touhey (CRD# 4709448) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has over 13 years of experience in the finance industry.

9
Preet S. Chawla
CRD#: 6354055
660 Newport Center Drive, Suite 300, Newport Beach, CA 92660
90
Wealthminder
score

Preet Chawla (CRD# 6354055) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has 1 year of experience in the finance industry.

10
Alexander J. Cochran
CRD#: 5693490
660 Newport Center Drive, Suite 300, Newport Beach, CA 92660
90
Wealthminder
score

Alexander Cochran (CRD# 5693490) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has 1 year of experience in the finance industry.

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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.