Scott Castilow, financial advisor Bridgeport OH

Scott Castilow

CRD Number: 6579799
Current Firm: Lpl Financial LLC

Scott Castilow (CRD# 6579799) is an Investment Advisor Representative working at Lpl Financial LLC in Bridgeport, OH and has over 8 years of experience in the finance industry.

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Security Capital Management
Company Name Location Dates Years
Lpl Financial LLC Bridgeport, OH Apr 2023 - Current 1
Pathway Growth Partners Bridgeport, OH Oct 2020 - Current 3
Cetera Advisor Networks El Segundo, CA Oct 2020 - Apr 2023 2
Wells Fargo Clearing Services, LLC Wheeling, WV Dec 2017 - Sep 2020 2
Muxie Distributing Bellaire, OH Sep 2016 - Dec 2017 1
Unemployed Wheeling, WV Feb 2016 - Sep 2016 < 1
Foresters Financial Services Canonsburgh, PA Nov 2015 - Feb 2016 < 1
Wesbanco Wheeling, WV Nov 2014 - Oct 2015 < 1
Unemployed Wheeling, WV May 2014 - Nov 2014 < 1
West Liberty University West Liberty, WV Aug 2010 - May 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2016
S66 NASAA Uniform Combined State Law Examination Apr 2018
Contact Info for Scott A. Castilow
Phone Number: 704-733-3300
Registered State(s):
  • OH
  • TX
  • WV
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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