Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Stillman is an Investment Advisor Representative with Canterbury Consulting Inc. Brandon has been in the industry since February 2012 and has a Series 63, Series 65, and Series 7 license. Brandon previously worked at KBS Capital Markets Group LLC. Canterbury Consulting Inc. is a Registered Investment Advisor (RIA) located in Newport Beach, California.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/13/2016 - Present
Canterbury Consulting Inc. (NEWPORT BEACH CA)
CA
02/22/2012 - 08/13/2013
KBS CAPITAL MARKETS GROUP LLC (NEWPORT BEACH CA)
IA
Issued 01/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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