Megan KanterCRD Number: 5907831
Current Firm: Personal Capital Advisors Corporation
Megan Kanter (CRD# 5907831) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in Denver, CO and has over 6 years of experience in the finance industry. Megan Kanter 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.
Ewealth Consulting, LLC
Anthony Capital, LLC
Bsw Wealth Partners
|Personal Capital||Denver, CO||Jun 2017 - Current||< 1|
|Eaton Vance Distributors, Inc.||Boston, MA||Jul 2015 - May 2017||1|
|Eaton Vance Management||Boston, MA||Jul 2015 - May 2017||1|
|Eaton Vance Management||Boston, MA||Aug 2012 - Jul 2015||2|
|Eaton Vance Distributors, Inc.||Boston, MA||Jun 2012 - Jul 2015||3|
|National Planning Corporation||Santa Monica, CA||May 2011 - May 2012||1|
|University Of Denver||Denver, CO||Sep 2007 - Jun 2011||3|
|Brighton House Associates||Southborough, MA||Jul 2010 - Sep 2010||< 1|
|Dana Farber Cancer Institute||Boston, MA||Jun 2008 - Sep 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2011|
|S65||NASAA Investment Advisors Law Examination||Aug 2012|
Total Assets Under Management6,489MILLIONS
Total Number of Accounts37,793ACCOUNTS
Average Account Value$171,699
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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