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Paladin Research Report For:

Brad Cantrill

Cantrill Financial Group LLC

AAMS®EACFP®
2440 Timber Ridge Drive
Suite 103
Frisco, TX 75036
469-522-4053

About Brad Cantrill

See Disclosures

General Information

Firm Start Year
  • 2006
No. of Employees
  • 5-9
CRD#
  • 4438327
Firm CRD#
  • 4438327
Name of Broker/Dealer
  • New Edge Advisors
Name of Custodial Firm
  • Fidelity/National Financial Srvs
Years of Experience in Financial Services
  • 24
Number of Years with Current Firm
  • 3
Work with the following types of clients
  • Individual Investors, 7685976861, Businesses
Advisory Services Provided
  • Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Tax Advice and Services, Financial Planning for Businesses

Compliance

Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, EA, AAMS®
Securities Licenses
  • Series 6, Series 66
Insurance and Annuity Licenses
  • Life, Health, Annuity

Firm Information

Advisor's Number of Clients
  • 85
Total Assets Under Management by Advisor
  • $90000000

Compensation and Fees

Fee Structure
  • Fee-Based
Compensation Methods
  • Commissions, Flat Fee, Based on Assets

Education

Bachelors of Arts -

Austin College
-

Juris Doctorate - Law

Southern Methodist University
08/97 -05/2000

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886509/paladinregistry-Cantrill-Financial-Group-LLC-detailed-disclosure.html