Frank Mountcastle (CRD# 7657394) is an Investment Advisor Representative working at Pathstone in Boulder, CO and has 1 year of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Pathstone | Boulder, CO | Apr 2024 - Current | < 1 |
Crestone Asset Management, LLC | Boulder, CO | Jan 2022 - Mar 2024 | 2 |
Clemson University | Clemson, SC | Aug 2021 - Jan 2022 | < 1 |
Sealed Air Corporation | Charlotte, NC | May 2021 - Aug 2021 | < 1 |
Clemson University | Clemson, SC | Aug 2020 - May 2021 | < 1 |
Estes Express Lines | Richmond, VA | May 2020 - Aug 2020 | < 1 |
Clemon University | Clemson, SC | Aug 2018 - May 2020 | 1 |
Loveland Distributing Co | Richmond, VA | May 2018 - Aug 2018 | < 1 |
Clemson University | Clemson, SC | Aug 2017 - May 2018 | < 1 |
Loveland Distributing Co | Richmond, VA | Jun 2017 - Aug 2017 | < 1 |
Collegiate School | Richmond, VA | Jul 2016 - Jun 2017 | < 1 |
Craddock Masonry Inc. | Richmond, VA | Jun 2016 - Jul 2016 | < 1 |
Collegiate School | Richmond, VA | Jul 2015 - Jun 2016 | < 1 |
Passages Adventure Camp | Richmond, VA | Jun 2015 - Jul 2015 | < 1 |
Collegiate School | Richmond, VA | Oct 2012 - Jun 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- CO
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Total Assets Under Management48,258MILLIONS
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Total Number of Accounts25,825ACCOUNTS
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Average Account Value$1,868,660
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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