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Professional Profile for Bradley Cantrill

Bradley Cantrill

Addison, TX, 75001

Telephone: [469] 522-4053

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My Business Philosophy

Cantrill Financial Group is an independent financial services firm. I provide comprehensive wealth management services to clients. Our philosophy is to treat our clients like family and to be a good financial steward as we help them plan.

My Education (Bradley Cantrill)

My degrees or years of college are:

• Southern Methodist University/Law

• Austin College/4 year degree

Financial Services

I have the following years of financial services experience:

• 8

I hold the following financial services industry certifications or designations:

• CFP® (Certified Financial Planner)

• AAMS-Accredited Asset Management Specialist

I currently hold the following active securities licenses:

• Series 7 - Sell any type of security, mutual fund, or variable annuity

• Series 66 - Act as an agent of a Broker/Dealer and an investment advisor

My CRD or IARD number is:

• 4438327

My financial registration and fiduciary status is:

• I am not a Registered Investment Advisor

• I am an Investment Advisor Representative

• I acknowledge I am a fiduciary when I provide financial advice or services

My compliance department requires the following disclosure:

• Securities and Investment Advisory Services offered through NFP Securities, Inc. a Broker/Dealer. Member FINRA,SIPC and Federally Registered Investment Advisor. NFP Securities is not affiliated with Cantrill Financial Group.

You can view my compliance record for financial services and products by going to www.finra.org and entering my CRD or IARD number. If no record appears, go to my state's securities commissioner website and enter the same number:

• http://www.finra.org/Investors/ToolsCalculators/BrokerCheck/index.htm

I provide the following planning services:

• Financial Planning

• Retirement Planning

• College Planning

• Tax Planning

• Investment Strategy

• Current Plan Reviews

I provide the following types of non-discretionary investment advice and services:

• Investment Strategy & Policy

• Asset Allocation

• Money Manager Selection

• Passive

• Risk Management

• Performance Measurement

• Tax Efficient Strategies

• Current Portfolio Reviews

I provide the following investment products:

• Mutual funds

• Exchange Traded Funds

• Securities

• Equity Real Estate

My minimum asset requirement for investment advisory or money management services is:

• $100,000

My minimum net worth requirement for planning services is:

• $250,000

Insurance Services & Products

I have the following years of insurance experience:

• 8

I hold the following active insurance licenses:

• Life

• Annuity

• Long-Term Care

• Disability

• Health

My insurance license number for my home state is:

• TX/1113384

You can view my compliance record for insurance advice, services and products by going to the National Association of Insurance Commissioners and clicking on my state:

• http://www.naic.org/state_web_map.htm

I market the following types of insurance products:

• Life Insurance

• Annuities

• Long-term care

• Disability income

• Health

• Executive

• Business

Business Practices (All Professionals)

My methods of compensation are:

• Asset-based fee (Percent of assets)

• Fixed fee

• Commission (Investment products)

• Commission (Insurance products)

• My compensation is primarily fees, but I still retain the ability to assess a commission should it make sense.

I provide services to remote clients over the telephone and Internet

I provide the following types of information services:

• Online consumer education

• Monthly reports

• Quarterly reports

• Annual reports

I generally respond to client calls or emails:

• The same business day (If call or email is received in the AM)

Certification:

I certify all of the information in this professional profile is complete, accurate, and up-to-date.

Professional: Bradley Cantrill

Most Recent Update: June 1, 2009

FindFinancialAdvisors.com is a companion service of PaladinRegistry.com. Like Paladin Registry, FindFinancialAdvisors connects investors to financial advisors, financial planners, Stock Brokers, and Insurance Agents.

Financial professionals in our directory provide the following types of services: financial planning, retirement planning, college planning, investment advice, financial services, mutual funds and securities. They also provide life insurance, annuities, tax planning, and tax preparation.