Gerardo Castellanos (CRD# 6055933) is an Investment Advisor Representative working at Primerica Advisors in Laredo, TX and has over 11 years of experience in the finance industry.
CRD# 2693506
Lincoln Financial Securities Corporation
CRD# 6949848
Commonwealth Financial Network
CRD# 2444606
Lincoln Financial Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Laredo, TX | Mar 2013 - Current | 11 |
| Primerica Financial Services | Laredo, TX | Jul 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2013 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2015 |
- TX
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Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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