Avi Kantor
Avi Kantor is a registered investment advisor at Certior Financial Group, LLC, based in King of Prussia, PA, with 30 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 491 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Certior Financial Group's fee for managing your investments is a percentage of the value of your portfolio, up to a maximum of 1.2% per year. This fee is negotiable. If CFG uses a sub-adviser to manage your investments, you'll also pay a separate, non-negotiable sub-adviser fee. CFG may negotiate a lower fee based on factors such as the amount of assets managed. Fees are paid quarterly in advance.
Location
20104 Valley Forge Circle, King of Prussia, PA, 19406
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2006Other 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.
Employment History
Current Registrations
Certior Financial Group, LLC
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Locust Street Securities, INC.Broker
United Securities Alliance, INC.Broker
PFS Investments INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.