About My Practice
Mr. Carrillo is the Principal and Manager of Barnett Capital Advisors, a Registered Investment Advisor. His focus is on delivering high quality Investment Advice and Financial Planning Recommendations. This includes, but is not limited to Portfolio Management Services, Retirement Income Strategies, and Wealth Transfer Planning. He's an expert in helping clients position themselves in order to preserve and protect their wealth as well as take advantage of macroeconomic changes in the global economy. His client's are mainly high net worth baby-boomers and retirees.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Accredited Wealth Management Advisor (AWMA®)
Assets held and Safeguarded by Pershing, a Bank of New York Mellon Company
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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