IC
Israel L. Cantrell
REDSTONE WEALTH MANAGEMENT
Oklahoma City, OK 73120-4009
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CRD#: 5810858
IC
Professional summary
Israel Lee Cantrell, AIF®, who also goes by Lee Cantrell, is a registered financial advisor currently at REDSTONE WEALTH MANAGEMENT, LLC located in Oklahoma City, Oklahoma and PEAK BROKERAGE SERVICES, LLC located in Oklahoma City, Oklahoma.
Israel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Israel has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lee Cantrell
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Name of Business: Cantrell Metro Properties LLC; Investment Related: No; Address of Business: Oklahoma City, OK; Nature of Business: Rental Property; Duties of Position: Property Manager; Title: Owner; State Date: 07/20211; Approx. # of hours per month spent on activity: 5; Approx. # of hours spent during trading hours: 0 2) Name of Business: Employee Leasing Foundation; Investment Related: No; Address of Business: Oklahoma City, OK; Nature of Business: Employee leasing; Duties of Position: Managing Member; Title: Owner; Start Date: 01/2019; Approx. # of hours per month spent on activity: 2; Approx. # of hours spent during trading hours: 0 3) Name of Business: Cantrell Group Inc; Investment Related: Yes; Address of Business: Oklahoma City, OK; Nature of Business: entity of primary business; Duties of Position: Manage the company; Title: President and CEO; Start Date: 01/2016; Approx. # of hours per month spent on activity: 40; Approx. # of hours spent during trading hours: All 4) Name of Business: Redstone Wealth Management; Investment Related: Yes; Address of Business: Oklahoma City, OK; Nature of Business: I-RIA; Duties of Position: IAR; Title: President and CEO; Start Date: 03/2018; Approx. # of hours spent per month on activity: 40 Approx. # of hours spent during trading hours: All 5) DBA - Redstone Wealth Management 6) Business Entity: Mass Mutual; Business Activity: Insurance Agent - Fixed products term, whole life; Address of Business: OKlahoma City; OK; Duties of Position: General Agent; Title: agent; Start Date: 03/2023; Approx. # of hours per month spent on activity: 5; Approx. # of hours spent during trading hours: .25 7) Name of Business: Peak Brokerage Services, LLC; Investment Related: Yes; Address of Business: Oklahoma City, OK; Nature of Business: Securities Broker-Dealer; Duties of Position: Registered Representative; Start Date: 11/2021; Approx # of hours spent per month on activity: 8 Approx. # of hours spent during trading hours: All 8) Name of Business: Israel Cantrell; Investment Related: Yes; Address of Business: Oklahoma City, OK; Nature of Business: Insurance Agent; Duties of Position: Insurance Sales; Start Date: 02/2022;
CRS (Client Relationship Summary) - RIA
Click below to view Israel Lee Cantrell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
January 8, 2021 - Present
REDSTONE WEALTH MANAGEMENT, LLC
Office #1: 3404 Nw 135th St, Oklahoma City, OK 73120-4009RIA
CRD#: 311525
Oklahoma City, OK
Current
November 19, 2021 - Present
PEAK BROKERAGE SERVICES, LLC
Office #1: 3404 Nw 135th Street, Oklahoma City, OK 73120BD
CRD#: 157045
Oklahoma City, OK
Past
April 27, 2021 - December 7, 2021
LPL FINANCIAL LLC
RIA
CRD#: 6413
EDMOND, OK
Past
January 18, 2013 - April 6, 2021
LPL FINANCIAL LLC
RIA
CRD#: 6413
EDMOND, OK
Past
January 18, 2013 - December 7, 2021
LPL FINANCIAL LLC
BD
CRD#: 6413
EDMOND, OK
Past
September 3, 2010 - December 21, 2012
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
OKLAHOMA CITY, OK
Past
August 6, 2010 - December 21, 2012
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
OKLAHOMA CITY, OK
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RW
REDSTONE WEALTH MANAGEMENT, LLC
REDSTONE WEALTH MANAGEMENT, LLC
CRD#: 311525 / SEC#: 801-127994
RIA
Registered Investment Advisory firm - (5/17/2023 Approved)Oklahoma
Registered Investment Advisory firm - (3/18/2024 Terminated)Texas
Registered Investment Advisory firm - (3/7/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(11/19/2021)
RR
Colorado(11/19/2021)
RR
Florida(11/19/2021)
RR
Idaho(11/19/2021)
RR
Illinois(11/14/2023)
RR
Kansas(11/19/2021)
RR
Missouri(11/14/2023)
RR
Nebraska(11/19/2021)
RR
North Carolina(11/19/2021)
IAR
Oklahoma(2/26/2021)
RR
Oklahoma(11/19/2021)
RR
South Dakota(10/25/2022)
IAR
Texas(1/8/2021)
RR
Texas(11/19/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
RW
REDSTONE WEALTH MANAGEMENT, LLC
REDSTONE WEALTH MANAGEMENT, LLC
CRD#: 311525 / SEC#: 801-127994
RIA
Registered Investment Advisory firm - (5/17/2023 Approved)Oklahoma
Registered Investment Advisory firm - (3/18/2024 Terminated)Texas
Registered Investment Advisory firm - (3/7/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3404 Nw 135th St, Oklahoma City, OK 73120-4009
Mailing Address
Phone number
(405) 844-9933
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,096 |
| AUM (Assets Under Management) | $ 153,844,160 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
