Carlos Castorena (CRD# 7238657) is an Investment Advisor Representative working at Broadway Wealth Solutions in San Antonio, TX and has 1 year of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Broadway Wealth Solutions | San Antonio, TX | Oct 2022 - Current | 1 |
| Principal Financial Group | San Antonio, TX | Jun 2022 - Sep 2022 | < 1 |
| Usaa | San Antonio, TX | May 2020 - Jun 2022 | 2 |
| Alliance Bernstein | San Antonio, TX | Mar 2020 - Apr 2020 | < 1 |
| N/a | San Antonio, TX | Jan 2020 - Mar 2020 | < 1 |
| Frost Bank | San Antonio, TX | Jun 2019 - Dec 2019 | < 1 |
| University Of Texas At San Antonio | San Antonio, TX | Jan 2017 - Jun 2019 | 2 |
| Northwest Vista College | San Antonio, TX | Jun 2015 - Dec 2016 | 1 |
| Goodfellas Resale Consignment Clothing Store | San Antonio, TX | Apr 2015 - Jun 2015 | < 1 |
| Northwest Vista College | San Antonio, TX | Aug 2014 - Apr 2015 | < 1 |
| Earl Warren High School | San Antonio, TX | Dec 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- TX
-
Total Assets Under Management251MILLIONS
-
Total Number of Accounts1,103ACCOUNTS
-
Average Account Value$227,357
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.