Caleb Casto (CRD# 6935244) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Carlsbad, CA and has over 4 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5084834
The Wealth Consulting Group
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Axxcess Wealth Management, LLC | Charleston, WV | Aug 2023 - Current | < 1 |
| Fifth Third Bank | Hurricane, WV | Jun 2022 - Aug 2023 | 1 |
| Fifth Third Securities | Hurricane, WV | Jun 2022 - Aug 2023 | 1 |
| Northwestern Mutual Investment Services LLC | Charleston, WV | Nov 2018 - Jun 2022 | 3 |
| Northwestern Mutual Life Insurance Company | Charleston, WV | Jun 2018 - Jun 2022 | 4 |
| Northwestern Mutual | Charleston, WV | May 2018 - May 2022 | 4 |
| Unemployed | Morgantown, WV | Apr 2018 - Jun 2018 | < 1 |
| West Virginia University | Morgantown, WV | May 2015 - May 2018 | 3 |
| Uber | San Francisco, CA | Mar 2017 - Apr 2018 | 1 |
| Casto Cattle Farms | Ripley, WV | Jan 2010 - Jan 2018 | 8 |
| Math Tutor | Morgantown, WV | Aug 2017 - Dec 2017 | < 1 |
| Casto Lawn Care | Ripley, WV | May 2010 - Aug 2016 | 6 |
| West Liberty University | West Liberty, WV | May 2013 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2022 |
- WV
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Total Assets Under Management6,471MILLIONS
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Total Number of Accounts24,090ACCOUNTS
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Average Account Value$268,608
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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