James Castro (CRD# 4346812) is an Investment Advisor Representative working at Mml Investors Services, LLC in North Attleboro, MA and has over 22 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | North Attleboro, MA | Mar 2017 - Current | 7 |
| Massmutual Ife Insurance Company | North Attleboro, MA | Jul 2016 - Current | 7 |
| Castro, Thresher And Oliveira, Pc | Attleboro, MA | Dec 1996 - Current | 27 |
| Metlife Securities Inc. | Attleboro, MA | Jan 2015 - Mar 2017 | 2 |
| New England Securities | Boston, MA | Jan 2001 - Jan 2015 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2001 |
- TX
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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