Robert CastilleCRD Number: 5897947
Current Firm: Wells Fargo Clearing Services, LLC
Robert Castille (CRD# 5897947) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Saint Louis, MO and has over 6 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Wells Fargo Clearing Services, LLC||St. Louis, MO||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||St. Louis, MO||Jan 2012 - Nov 2016||4|
|Axa Advisors, LLC||New York, NY||May 2011 - Dec 2011||< 1|
|Jc Penney||Plano, TX||Jun 2007 - May 2011||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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)
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY