Gary CastineCRD Number: 2964937
Current Firm: Cambridge Investment Research Advisors, Inc.
Gary Castine (CRD# 2964937) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Pittsford, NY and has over 19 years of experience in the finance industry. Gary Castine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||May 2011 - Current||6|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||May 2011 - Current||6|
|Encompass Advisors||Pittsford, NY||Sep 2007 - May 2011||3|
|Ensemble Financial Services||Pittsford, NY||Sep 2007 - May 2011||3|
|Sage, Rutty & Company, Inc.||Rochester, NY||Oct 1997 - Sep 2007||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 1997|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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)
- Market timing services
- Educational seminars/workshops