Featured Business Financial Advisor in Frisco, TX
Frisco Financial Advisors
Cantrill Financial Group LLC
6170 Research Road Suite 104
Frisco, TX 75034
(469) 522-4053
“"Serving first, without compromise"”
Advisor Profile
Brad Cantrill
Name:  Brad Cantrill
Phone Number:  (469) 522-4053
Website:  Visit Website

About Cantrill Financial Group LLC

Cantrill Financial Group LLC is a holistic planning firm serving
families and small business owners in the North Texas area.

The firm's mission is to deliver a a coordinated strategic plan
that links the unique passions and purpose of client's lives with
their financial resources and goals.
 

General Information

Gender:    Male
CRD#:    4438327
Insurance License#:    1113384
Name of Broker/Dealer:    Triad Advisors
Name of Custodial Firm:    National
States Licensed in:    TX, AR, OR, SC, CA, VA, FL,
States Willing to do Business in:   
Years of Experience in Financial Services:    16
Number of Years with Current Firm:    10
I work with the following types of clients:    Individual Investors, Businesses
 

Education

Academic Background
 
Undergraduate degree - Austin College


JD - SMU, Robert Dedman School of Law
 

Services

Investment Types:    Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Stocks, Mutual Funds, Bonds, Annuities, Insurance, Commodities
I can meet clients in the following ways:    At my office, Via phone, At your office, At your home
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Certified in Long-Term Care (CLTC)
Securities Licenses:    Series 7, Series 66
Insurance and Annuity Licenses:    Disability, Health, Variable Life, Long Term Care, Variable Annuity, Life, Annuity
Financial Organization Memberships:    Financial Planning Association (FPA), Paladin Registry
Non-Financial Organization Memberships:    Stonebriar Community Church
Cubscout Leader
 

Firm Information

Firm's Number of Clients:    140
Firm's Number of Planning Clients:    125
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an 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
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    250,000
Compensation Methods:    Hourly, Based on Assets, Flat Fee, Commissions
Additional Details on Charges:    A written fee schedule is provided at the initial meeting and fully discloses all forms of compensation.
 
 
 
Prepared By: Brad Cantrill

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