Alexander Castro, financial advisor Phoenix AZ
93 score

Alexander Castro

CRD Number: 5460225
Current Firm: Foresters Advisory Services, LLC

Alexander Castro (CRD# 5460225) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in Phoenix, AZ and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Columbia Metal Works Vancouver, WA Jan 2015 - Current 1
First Investors Advisory Services LLC Phoenix, AZ Nov 2014 - Current 2
Lepitsa 2 LLC Phoenix, AZ Apr 2013 - Current 3
Lepitsa 1 LLC Phoenix, AZ Apr 2013 - Current 3
Mil Spec Stocks Phoenix, AZ Apr 2013 - Current 3
First Investors Corp Phoenix, AZ Nov 2007 - Current 9
Self Phoenix, AZ Sep 2012 - Apr 2013 < 1
Self Emp Phoenix, AZ Feb 2001 - Sep 2010 9
Quantico Fire Dept Quantico, VA May 2007 - Nov 2007 < 1
Chery Pt Fire Dept Cherry Poin, NC Sep 2005 - May 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Alexander Castro
Phone Number: 212-858-8000
Registered State(s):
  • AZ
  • WA
  • CA
  • NM
  • OR
By the Numbers
  • Total Assets Under Management
    996
    MILLIONS
  • Total Number of Accounts
    5,500
    ACCOUNTS
  • Average Account Value
    $181,082
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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