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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Escalante is an investment advisor representative with Canterbury Consulting Inc. Christian is a registered Investment Advisor in California. Christian has a Series 65 license, the Uniform Investment Adviser Law Examination. Christian is a registered Investment Advisor Representative with Canterbury Consulting Inc., Christian works primarily with charitable organizations, high net worth individuals, pooled investment vehicles, and pension and profit-sharing plans. Christian also has experience in portfolio management for businesses and individuals, as well as selection of other advisors and pension consulting.
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
12/06/2021 - Present
Canterbury Consulting Inc. (NEWPORT BEACH CA)
IA
Issued 12/06/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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