Marie Canterbury
Marie Canterbury is a registered investment advisor at Cetera Investment Advisers LLC, based in Warrenton, VA, with 32 years of industry experience. Marie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
37 Main St, Ste 101, Warrenton, VA, 20186
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marie is the owner and financial professional at Canterbury Wealth Management, dedicating full-time hours to this role. She also works about a few hours per week at Opta Financial for investments, insurance, and investment sales, and spends minimal time as a board member for Cedar Mill HOA.
Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
T. Rowe Price Investment Services, INC.Broker
T. Rowe Price Advisory Services, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Citicorp Investment ServicesBroker
MML Investors Services, INC.Broker
Pruco Securities CorporationBroker
Phoenix Equity Planning CorporationBroker
State Registrations13 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.