Boris Castillo (CRD# 3013130) is an Investment Advisor Representative working at The Ameriflex Group in Long Beach, CA and has over 24 years of experience in the finance industry. Boris Castillo 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.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Long Beach, CA | Sep 2023 - Current | < 1 |
| The Ameriflex Group, Inc. | Long Beach, CA | Aug 2022 - Current | 1 |
| Sagepoint Financial | Lakewood, CA | Aug 2022 - Sep 2023 | 1 |
| Cuso Financial Services, LP | San Diego, CA | Jul 2019 - Aug 2022 | 3 |
| Kinecta Financial & Insurance Services | Lakewood, CA | Jun 2015 - Jul 2019 | 4 |
| Lpl Financial LLC | Lakewood, CA | Dec 2013 - Jul 2019 | 5 |
| Xceed Financial Investment Services | El Segundo, CA | Sep 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2000 |
| S63 | Uniform Securities State Law Examination | Oct 2016 |
- CA
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Total Assets Under Management6,522MILLIONS
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Total Number of Accounts16,327ACCOUNTS
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Average Account Value$399,485
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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