Jeffrey Cantrell
Jeffrey Cantrell is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Millville, DE, with 27 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Millville, DE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an independent insurance agent selling various insurance products since 1999, dedicating a few hours per week. He is also a partner/financial professional at Bowman Gaskins Financial Group, spending about a quarter of his time there, and owns a run-through business called Cantrell Financial.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.Broker
Walnut Street Securities, INC.
Nathan & Lewis Securities, INC.
Nathan & Lewis Securities, INC.Broker
Ascend Financial Services, INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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