Milton Castellanos (CRD# 3239784) is an Investment Advisor Representative working at Guardian Wealth Advisors, LLC in Raleigh, NC and has over 18 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Wealth Advisors, LLC | Raleigh, NC | Nov 2020 - Current | 3 |
| Harbor Capital Management Inc. | Charlotte, NC | Jul 2015 - Nov 2020 | 5 |
| Total Benefit Communications | Atlanta, GA | Jul 2017 - Jun 2019 | 1 |
| Provident Pensions Counsel, LLC | Charlotte, NC | Jan 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2005 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2006 |
- NC
-
Total Assets Under Management1,661MILLIONS
-
Total Number of Accounts3,670ACCOUNTS
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Average Account Value$452,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, FL, GA, LA, MA, MD, MN, MS, NC, NH, NY, PA, SC, TN, TX, VA
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