William Henry Kantner Iv
ChFC®, CLU®Professional Summary
William Henry Kantner IV, ChFC®, CLU®, who also goes by Bill Kantner, William H Kantner, William Henry Kantner Jr, William Henry Kantner, is a registered financial advisor currently at CHARTERED ADVISORY GROUP located in Chadds Ford, Pennsylvania. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. William has worked at 4 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 6,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bill Kantner, William H Kantner, William Henry Kantner Jr, William Henry Kantner
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
43 years in the financial services industry
Current & Past Employments
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Current Firm
CHARTERED ADVISORY GROUP | CHARTERED FINANCIAL GROUP, INC. | CHARTERED ADVISORY GROUP, INC.
Contact Information
Main Address
130 Commons Court, Chadds Ford, PA 19317Phone Number
(610) 459-8872# of Employees
6SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
761AUM (Assets Under Management)
$127,713,140Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
CHARTERED ADVISORY GROUP | CHARTERED FINANCIAL GROUP, INC. | CHARTERED ADVISORY GROUP, INC.
State Registrations and Notice Filings
(2/11/1999)
(3/15/2000)
(8/16/2001)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 1983About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jun 1985About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view William Henry Kantner IV's CRS (Customer Relationship Summary).
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