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Andrew Edward Canter

Canter Wealth

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About Andrew Edward Canter

Andrew Edward Canter is an Investment Advisor Representative with Canter Wealth in La Jolla, CA. Andrew is a licensed real estate broker in California and is the owner of Canter Companies. He has a wealth of experience in the industry having previously worked for Wells Fargo Investments. Andrew has a Series 7, Series 65, and Series 66. He is affiliated with several businesses including Canter Management, Canter Capital, Canter Development, and Canter Brokerage. Andrew offers a variety of investment advisory services including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals.

Firm Information

Andrew Canter is currently registered with Canter Wealth. Canter Wealth is an investment advisory firm based in La Jolla, CA. They provide financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and charitable organizations. Canter Wealth manages approximately $302,045,491 in assets for 310 clients.
Canter Wealth

7825 FAY AVENUE

LA JOLLA, CA 92037

$302.05M

Assets Under Management

2

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Educational seminars

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Andrew Canter’s Registration & Firm History

CA

11/18/2016 - Present

Canter Wealth (LA JOLLA CA)

CA

11/24/2004 - 06/22/2006

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 11/18/2016

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/14/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/23/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Edward Canter.
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