George CastleCRD Number: 1142359
Current Firm: Voya Financial Advisors, Inc.
George Castle (CRD# 1142359) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Newark, DE and has over 30 years of experience in the finance industry.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Msi Financial Services, Inc.
|Voya Financial Advisors||Des Moines, IA||Sep 2014 - Current||2|
|Ing Financial Partners, Inc.||Des Moines, IA||Jan 2004 - Sep 2014||10|
|Locust Street Securities, Inc.||Newark, DE||Mar 1995 - Jul 2010||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1986|
|S65||NASAA Investment Advisors Law Examination||Nov 1996|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV