Kevin Todd Canterbury
Investment adviser representative at Advisory Solutions Group
14 yearsExperience
2 statesRegistered in
ChFC®Designation
$408.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Advisory Solutions GroupSep 2026 to now
- Asvisory Solutions GroupSep 2026 to now
- Redstone Capital Management, LLCNov 2014 to now
- Cs Planning Corp.Aug 2020 to Sep 2026
- Coastal Equities, IncSep 2012 to Aug 2020
- Coastal Investment AdvisorsSep 2012 to Aug 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Advisory Solutions Group
Legal name: Advisory Solutions Group, LLC
$408.4MAssets managed
807Clients
42Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4939385
- Firm CRD
- 339919