Anna CastroCRD Number: 5050273
Current Firm: Edward Jones
Anna Castro (CRD# 5050273) is an Investment Advisor Representative working at Edward Jones in La Mirada, CA and has over 8 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Grove Point Advisors, LLC
|Edward Jones||Tempe, AZ||Feb 2013 - Current||8|
|Edward Jones||Tustin, CA||Oct 2007 - Feb 2013||5|
|Branded Online||Santa Ana, CA||Apr 2012 - Nov 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management519,780MILLIONS
Total Number of Accounts3,701,715ACCOUNTS
Average Account Value$140,416
- A percentage of assets under your management
- 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)
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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