Canterbury Investment Management, LLC
Canterbury Investment Management, LLC (CRD# 125680) is a financial advisory firm headquartered in Zionsville, IN. They manage $72,293,850 in 109 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management72MILLION
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Total Number of Accounts109ACCOUNTS
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Average Account Value$663,246
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
FL, IL, IN
Kimberly Custer (CRD# 3070629) is an Investment Advisor Representative working at Canterbury Investment Management, LLC in Zionsville, IN and has over 22 years of experience in the finance industry.
Thomas Hardin (CRD# 838414) is an Investment Advisor Representative working at Canterbury Investment Management, LLC in Indianapolis, IN and has over 35 years of experience in the finance industry. Thomas Hardin has taken additional exams to become a Chartered Market Technician (CMT), CMTs must pass comprehensive exams in technical market analysis offered through the Market Technicians Association. Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Brandon Bischof (CRD# 7081416) is an Investment Advisor Representative working at Canterbury Investment Management, LLC in Zionsville, IN and has over 4 years of experience in the finance industry.