Jamie CastielCRD Number: 5397846
Current Firm: H.d. Vest Advisory Services, Inc.
Jamie Castiel (CRD# 5397846) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Encino, CA and has over 10 years of experience in the finance industry.
Fried Asset Management, Inc.
|H D Vest Insurance Agency||Encino, CA||Nov 2012 - Current||5|
|H.d. Vest Advisory Services||Encino, CA||Jun 2008 - Current||9|
|H.d. Vest Investment Services||Encino, CA||Jan 2008 - Current||10|
|J.m. Castiel, Cpa A.c.||Encino, CA||Nov 1979 - Current||38|
|J.m. Castriel, Cpa||Encino, CA||Nov 1979 - Current||38|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2007|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY