Barry
Cantrell

Financial Engines Advisors L.L.C

CRD#2959892
Investment Advisor
in Tampa, FL

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About this Advisor

Barry Cantrell is an investment advisor whose office is in Tampa, Florida. Currently a registered investment advisor at Financial Engines Advisors L.L.C, they have accumulated 10 years of experience as a registered investment advisor. Cantrell has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Cantrell is able to work with clients in Florida and Texas. Over the course of their career, Cantrell has held roles at Merrill Lynch, Bessemer Trust Company, San Antonio Capital Management, LLC, The Mutual Fund Store-Florida, LLC, Tmfs Advisors, LLC and Financial Engines Advisors L.L.C. Financial Engines Advisors L.L.C is headquartered in Tampa, Florida, and operates out of 174 additional brick-and-mortar locations across the nation. As an advisor firm, Financial Engines Advisors L.L.C manages $229 billion in assets covering 1,514,533 client accounts and retains more than 1,530 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 2% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Financial Engines Advisors L.L.C offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Others

Disclosures

No

Office Location

4350 West Cypress St Meridian One Suite 101
Tampa, FL 33607

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Financial Engines Advisors L.L.C Brokerage Details

Total Assets Under Management

$229,000,000,000

FL Average: $7,578,581,321
Total Number of Employees

1,530

FL Average: 43
Total Number of Accounts

1,514,533

FL Average: 3,727
Average Account Size

$151,202

FL Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Barry Cantrell Work History

Barry has 10 years of experience.

2016 - Present (5 years)

Financial Engines Advisors L.L.C

2015 - 2015 (< 1 year)

Tmfs Advisors, LLC

2015 - 2016 (1 year)

Tmfs Advisors, LLC

2014 - 2015 (1 year)

The Mutual Fund Store-Florida, LLC

2013 - 2014 (1 year)

San Antonio Capital Management, LLC

2012 - 2012 (< 1 year)

Merrill Lynch

2012 - 2013 (1 year)

Bessemer Trust Company

Disclosures

Barry Cantrell has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Financial Engines Advisors L.L.C

Ninos Mirza
Phoenix, AZ
Jourden Dewitt
Salt Lake City, UT
Justin Kattau
Miamisburg, OH
Pranali Fortini
Bethesda, MD
Barry Cantrell
Tampa, FL
Barbara Mccarthy
Phoenix, AZ
Robert Wheedleton
Ellicott City, MD
John Geilfuss
Belle Glade, FL

This content was compiled from the SEC and FINRA.

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