Barry Cantrell, financial advisor Tampa FL

Barry Cantrell

CRD Number: 2959892
Current Firm: Financial Engines Advisors LLC

Barry Cantrell (CRD# 2959892) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Tampa, FL and has over 21 years of experience in the finance industry.

Similar Advisors
Michael Addessi, financial advisor Tampa FL
Michael V. Addessi
CRD# 2001527
Commonwealth Financial Network
Similar Advisors
Zachary Abbotoni, financial advisor Tampa FL
Zachary P. Abbotoni
CRD# 6673621
Econologics Financial Advisors
Similar Advisors
Mark Abbott, financial advisor Tampa FL
Mark T. Abbott
CRD# 4691463
Raymond James & Associates, Inc.
Company Name Location Dates Years
Financial Engines Advisors LLC Tampa, FL Nov 2016 - Current 4
Tmfs Advisors, LLC Overland Park, KS Sep 2015 - Nov 2016 1
Tmfs Advisors, LLC Overland Park, KS Jun 2015 - Sep 2015 < 1
The Mutual Fund Store-florida, LLC Overland Park, KS May 2014 - Aug 2015 1
San Antonio Capital Management, LLC San Antonio, TX Jul 2013 - Mar 2014 < 1
Unemployed San, TX May 2013 - Jul 2013 < 1
Bessemer Trust Company Dallas, TX Sep 2012 - May 2013 < 1
Merrill Lynch The Woodlands, TX Feb 2012 - Sep 2012 < 1
Unemployed Seffner, FL Jun 2010 - Feb 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2000
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for Barry L. Cantrell
Phone Number: 408-498-6000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    260,100
    MILLIONS
  • Total Number of Accounts
    1,571,621
    ACCOUNTS
  • Average Account Value
    $165,498
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.