Robert Castillo Espinal (CRD# 6985774) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 5 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Vanguard Group, Inc. | Malvern, PA | Aug 2019 - Current | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington, NJ | Jul 2018 - Jul 2019 | 1 |
| Haledon Board Of Education | Haledon, NJ | Sep 2016 - Jul 2018 | 1 |
| Woodland Park Board Of Education | Woodland Park, NJ | Sep 2016 - Jul 2018 | 1 |
| The Community Charter School Of Paterson | Paterson, NJ | Sep 2016 - Jul 2018 | 1 |
| Prospect Park Board Of Education | Prospect Park, NJ | Sep 2016 - Jul 2018 | 1 |
| Little Falls Board Of Education | Little Falls, NJ | Sep 2016 - Jul 2018 | 1 |
| North Haledon Board Of Education | North Haledon, NJ | Sep 2016 - Jul 2018 | 1 |
| Passaic Board Of Education | Passaic, NJ | Sep 2016 - Jul 2018 | 1 |
| Rutgers, The State University Of New Jersey | Newark, NJ | Sep 2015 - May 2018 | 2 |
| H&r Block | Clifton, NJ | Dec 2015 - Apr 2017 | 1 |
| Betson Enterprises Inc. | Carlstadt, NJ | Jul 2016 - Aug 2016 | < 1 |
| Expo 2000 | Passaic, NJ | Jun 2013 - Dec 2015 | 2 |
| Passaic County Community College | Paterson, NJ | Jan 2010 - Aug 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- PA
- TX
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Total Assets Under Management333,067MILLIONS
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Total Number of Accounts804,462ACCOUNTS
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Average Account Value$414,024
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
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- Selection of other advisers (including private fund managers)
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