Canterbury Wealth Advisors, LLC
Canterbury Wealth Advisors, LLC (CRD# 109919) is a financial advisory firm headquartered in Las Vegas, NV. They manage $105,500,166 in 336 accounts and serve the financial needs of clients across 11 states (or territories).
Total Assets Under Management106MILLION
Total Number of Accounts336ACCOUNTS
Average Account Value$313,989
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
AZ, CO, FL, MN, NC, ND, NE, NH, NV, SD, UT
Brian Simmons (CRD# 4652764) is an Investment Advisor Representative working at Canterbury Wealth Advisors, LLC in Las Vegas, NV and has over 13 years of experience in the finance industry.