Brad Cantrill, CFP®, AAMS®, JD

Addison, Texas, 75001
advisor

Member Since 2006

Cantrill Financial Group LLC is an independent fee based wealth management practice serving clients in the North Texas area. Our professionals stress the fundamental principles of education, accountability, and total coordination of wealth management services. Our business philosophy is to treat each client like they are family and to empower them to make educated choices that fit within their goals, aspirations, or personal lifestyle.
Contact Brad
 
 

My Location

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 Background Information

  • Years of Financial Experience

    • 11

  • Education

    • Austin College (Bachelors of Arts)
    • SMU Dedman School of Law (JD)

  • Certifications and Designations

    • CFP®
    • AAMS®
    • JD

  • Methods of Compensation

    • Financial Planning: Asset-based fee, Hourly fee, Fixed fee, Commissions (Insurance)
    • Investment Services: Asset-based fee, Fixed fee

  • Primary Custodian(s)

    • Fidelity/National Financial Srvs

  • Types of Financial Reports

    • Performance Report (Quarterly)
    • Custodial Report (Monthly)
    • Other

  • Additional Business Practices

    • I work with remote clients over the telephone and Internet
    • I review my clients' financial plans with them
    • I review my clients' investment portfolios with them
 

  • Registration & Licensing

    • Investment Advisor Representative
    • CRD/IARD Number: 4438327
    • Securities Registrations: Series 7, Series 66
    • Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health

  • Company Names

    • Broker/Dealer: NFP Securities

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Registered or licensed to provide financial advice, services, and products

    • Arkansas
    • Oregon
    • South Carolina
    • Texas

  • Disclosure(s)

    • View Statement

  • Planning Services

    • Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Current Review, Business Succession Planning.

  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios

  • Investment Products

    • Mutual Funds, Securities, Hedge Fund, Commodities, Currencies, REITs, Equity, Limited Partnerships

  • Insurance Products

    • Life, Variable Annuity, Long-Term Care, Disability Income

  • Tax Advice & Services

    • Tax Services: Tax Efficient Investing
 
Contact Brad
 
Visit Website - http://www.cantrillfinancialgroup.com
Paladin Registry

Minimum Asset Requirement

  • $250,000

Types of Clients

  • Individuals & Families
  • Businesses

Professional Services

  • Planning
  • Investment Advice
  • Money Management
  • Insurance
  • Tax