LP

Luke Dominic Podbury

9 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
258 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$275.8M

Fee Structure

Canter Wealth charges an asset-based advisory fee, which is negotiable based on factors like anticipated future assets, unique client circumstances, and additional services performed. Fees may be discounted for limited services. Final fee structures are established on a client-by-client basis and documented in the client's agreement.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
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Advisor Information

Office location

7825 Fay Avenue, Suite 140, La Jolla, CA, 92037

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Canter Wealth
January 2023 - Present · 3 yrs
Previous Registrations
The Retirement Group, LLC
December 2022 - January 2023 · 1 mo
Fsc Securities Corporation
November 2022 - January 2023 · 2 mos
Fsc Securities CorporationBroker
November 2022 - January 2023 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2018 - September 2022 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
May 2018 - September 2022 · 4 yrs 4 mos
Capital One Advisors, LLC
May 2017 - April 2018 · 11 mos
Capital One Investing, LLCBroker
April 2017 - April 2018 · 1 yr
Spire Securities, LLCBroker
March 2016 - March 2017 · 1 yr
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Luke Dominic Podbury - Financial Advisor | AdvisorDiscover