Ronald Castleton, financial advisor Lake Forest CA

Ronald Castleton

CRD Number: 1343160
Current Firm: Raymond James Financial Services Advisors, Inc.

Ronald Castleton (CRD# 1343160) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Forest, CA and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Insurance-non Variable Santa Ana, CA Jan 2013 - Current 11
Raymond James Financial Services Advisors, Inc. Newport Beach, CA Jan 2009 - Current 15
Raymond James Financial Services Newport Beach, CA May 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1987
S65 NASAA Investment Advisors Law Examination Sep 1996
Contact Info for Ronald A. Castleton
Phone Number: 727-567-3020
Registered State(s):
  • CA
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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