Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Blair is a registered investment advisor representative at Canterbury Consulting Inc. located in Newport Beach, CA. Stuart Blair has been in the financial services industry since 2008 and has held previous positions at Canterbury Consulting Incorporated. Stuart Blair has a Series 65 license and a Series 7 license. Stuart Blair's firm, Canterbury Consulting Inc., offers a variety of investment advisory services, including portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and selection of other advisors. The firm also provides pension consulting. The firm's client base includes charitable organizations, high-net-worth individuals, and pooled investment vehicles.
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
01/25/2016 - Present
Canterbury Consulting Inc. (NEWPORT BEACH CA)
CA
04/18/2008 - 01/23/2013
CANTERBURY CONSULTING INCORPORATED (NEWPORT BEACH CA)
IA
Issued 01/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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