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Featured Business Financial Advisor in Miami, FL
Miami Financial Advisors
Barnett Capital Advisors
1428 Brickell Ave Suite 500
Miami, FL 33131
(305) 328-8538
“Customized Strategies to help you reach your goals”
Advisor Profile
Andrew Carrillo CFP, AWMA, CRPC
Name:  Andrew Carrillo CFP, AWMA, CRPC
Phone Number:  (305) 328-8538
Website:  Visit Website

About Barnett Capital Advisors

We are an Independent asset management and retirement planning
firm dedicated to helping retiree's live the retirement of their
dreams by providing Unbiased advice, Strategic planning, and
Smart Investment Strategies.

We will work with you one on one to help understand your
circumstances and explain the potential opportunities that are
available for you.

Our expert wealth advisors incorporate all financial aspects of
your life and develop a customized roadmap detailing the steps
necessary to your desired outcomes.

Our financial planning process begins with a complimentary
meeting to assess your current situation and to determine your
financial goals.
 

General Information

CRD#:    5318545
Firm CRD#:    159113
Insurance License#:    103182
Name of Custodial Firm:    Pershing, LLC, A Bank of New York Mellon Corporation and Interactive Brokers
States Licensed in:    Licensed in all states.
States Willing to do Business in:    Fort Lauderdale,Key Biscayne,Miami,Miami Beach,Boca, Ft. Lauderdale
Years of Experience in Financial Services:    10.
Number of Years with Current Firm:    5
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Retirement Planning Counselor (CRPC®), Accredited Wealth Management Advisor(AWMA)
Securities Licenses:    Series 66
Insurance and Annuity Licenses:    Life
 

Firm Information

Assets Managed by Firm:    32 Million
Assets Managed by Advisor:    32 Million
 

Compliance

Registered Investment Advisor:    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
Compensation Methods:    Flat Fee, Based on Assets
Additional Details on Charges:    Performance based fees are available for qualified
clients.
 
 
 
Prepared By: Andrew Carrillo CFP, AWMA, CRPC

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