Monique CastilloCRD Number: 5505758
Current Firm: Concourse Financial Group Advisors
Monique Castillo (CRD# 5505758) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Philadelphia, PA and has over 15 years of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|Concourse Financial Group Securities Inc.||Philadelphia, PA||Jun 2017 - Current||6|
|(dba) Higher Ground Financial||Philadelphia, PA||Jun 2017 - Current||6|
|Oppenheimer & Co Inc.||Jenkintown, PA||Jan 2012 - Jun 2017||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2008|
Total Assets Under Management4,021MILLIONS
Total Number of Accounts21,163ACCOUNTS
Average Account Value$189,980
- 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
- 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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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