Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Julie Castle, financial advisor Reno NV
96 score

Julie Castle

CRD Number: 1397035
Current Firm: Zions Capital Advisors, Inc.

Julie Castle (CRD# 1397035) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Reno, NV and has over 31 years of experience in the finance industry. Julie Castle 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.

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Professional Designations
Company Name Location Dates Years
Contango Capital Advisors, Inc. Reno, NV Jun 2011 - Current 5
Zions Direct Inc. Reno, NV Jun 2011 - Current 5
First Interstate Bank Billings, MT Jul 2007 - May 2011 3
Primevest Financial Services, Inc. St. Cloud, MT Jul 2007 - May 2011 3
Banc Of America Investment Services, Inc. Boston, MA Oct 2004 - Jul 2007 2
Bank Of America, N.a. Boston, MA Oct 2004 - May 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1985
S66 NASAA Uniform Combined State Law Examination Dec 2000
Contact Info for Julie G. Castle
Phone Number: 801-844-7700
Registered State(s):
  • AZ
  • CA
  • CO
  • ID
  • NV
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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