Christopher CastilloCRD Number: 4239818
Current Firm: Victory Capital Management Inc.
Christopher Castillo (CRD# 4239818) is an Investment Advisor Representative working at Victory Capital Management Inc. in San Antonio, TX and has over 19 years of experience in the finance industry.
Boynton Financial LLC
S.b. Value Partners, LP
|Victory Capital Services, Inc.||Brooklyn, OH||Jul 2019 - Current||4|
|Triple C Enterprises||San Antonio, TX||Oct 2011 - Current||12|
|Usaa Financial Advisors, Inc.||San Antonio, TX||Oct 2007 - Current||16|
|Usaa Investment Management Company||San Antonio, TX||Jan 2018 - Jun 2019||1|
|Usaa Financial Planning Services||San Antonio, TX||Apr 2013 - Jun 2019||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2004|
|S65||NASAA Investment Advisors Law Examination||Jul 2008|
Total Assets Under Management140,836MILLIONS
Total Number of Accounts3,419ACCOUNTS
Average Account Value$41,192,280
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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