Avi No Middle Name Kantor

Employer firm

Certior Financial Group, LLC CRD 285502

$452M regulatory AUM 36 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2009 → 10/2016
  Kantor Financial Group, Llc
  King Of Prussia, PA
• 01/2004 → 10/2016
  Voya Financial Advisors
  King Of Prussia, PA
• 11/2016 → Present
  Certior Financial Group, Llc F/K/A Kantor Financial Group, Llc
  King Of Prussia, PA

Previous Registrations

• 2005-09-06 → 2016-10-31
  Voya Financial Advisors, Inc.
  Fort Myers, FL
  King Of Prussia, PA
  King Of Prussia, PA
  King Of Prussia, PA
  Wilson, WY

Other Businesses

THE CERTIOR GROUP, LLC;no;5237 HHR RANCH RD, STE 1, WILSON, WY 83014;RENTAL PROPERTIES;OWNER;09/01/2015;10,5;PROVIDE ADMINISTRATIVE SERVICES ASSOCIATED WITH VARIOUS RESIDENTIAL PROPERTIES, COORDINATE BOOKKEEPING, ACCOUNTING AND REVIEW SERVICES. JACKSON HOLE MOUNTAIN RESORT TETON VILLAGE, WY PT ADAPTIVE SKI INSTRUCTOR SINCE 12/2022 NOT INVESTMENT RELATED NATIONAL MUSEUM OF WILDLIFE ART JACKSON, WY BOARD MEMBER AND TREASURER SINCE 06/2018 NOT INVESTMENT RELATED MENTAL HEALTH AND RECOVERY SERVICES OF JACKSON HOLE JACKSON, WY BOARD MEMBER SINCE 06/2018 NOT INVESTMENT RELATED LICENSED INSURANCE AGENT LIFE AND LTC INSURANCE SINCE 01/1999

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-19
• S63 Uniform Securities Agent State Law Examination
  1999-01-20

Other Names

• Avi Kantor