Brandon Castille (CRD# 7188173) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in La Habra, CA and has over 4 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 5781614
Awm Capital, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Knights Of Columbus Asset Advisors | New Haven, CT | Jan 2021 - Current | 3 |
Knights Of Columbus Insurance | Pasadena, CA | Nov 2020 - Current | 3 |
Allstate Insurance Co | Covina, CA | Dec 2019 - Oct 2020 | < 1 |
Self Employed | La Habra, CA | May 2017 - Nov 2019 | 2 |
Self Employed | La Habra, CA | Jan 2014 - Aug 2018 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2020 |
S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- CA
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Total Assets Under Management27,243MILLIONS
-
Total Number of Accounts3,799ACCOUNTS
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Average Account Value$7,171,038
- A percentage of assets under your management
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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