Avi No Middle Name Kantor

Certior Financial Group, LLC

29 Years of Experience

1 DisclosureMay Earn CommissionSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Certior Financial Group, LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

491 clients

Average Client Portfolio

$790K average

Assets Under Management

$388.0M

Fee Structure

Location

20104 Valley Forge Circle, King of Prussia, PA, 19406

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History

Regulatory History (1)

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Customer Dispute

July 2006

Denied

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Other Business ActivitiesSells Insurance

Avi is the owner of rental properties through The Certior Group, LLC, and provides administrative services. Avi is also a part-time adaptive ski instructor, a board member and treasurer for the National Museum of Wildlife Art, and a board member for Mental Health and Recovery Services of Jackson Hole. Avi is a licensed insurance agent selling life and long-term care insurance since 1999.