Ian CastilleCRD Number: 5091378
Current Firm: Capital Advantage, Inc.
Ian Castille (CRD# 5091378) is an Investment Advisor Representative working at Capital Advantage, Inc. in Lafayette, CA and has over 15 years of experience in the finance industry. Ian Castille has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Capital Advantage, Inc.||Lafayette, CA||Jun 2012 - Current||9|
|Lpl Financial||Napa, CA||Oct 2010 - Jun 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2006|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management892MILLIONS
Total Number of Accounts1,982ACCOUNTS
Average Account Value$449,844
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, HI, LA, NY, OR, TX, UT, WA
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