Andrew Castro (CRD# 5441570) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Newport Beach, CA and has over 9 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab & Company, Inc. | Newport Beach, CA | Jan 2019 - Current | 5 |
Charles Schwab Bank, Ssb | Newport Beach, CA | Jan 2019 - Current | 5 |
Unemployed | Aliso Viejo, CA | Nov 2018 - Jan 2019 | < 1 |
Beacon Pointe Wealth Advisors | Palm Desert, CA | Jul 2017 - Nov 2018 | 1 |
Purshe Kaplan Sterling Investments | Albany, NY | Apr 2016 - Jul 2017 | 1 |
Integrated Wealth Management | Palm Desert, CA | Apr 2016 - Jul 2017 | 1 |
Ubs Financial Services | San Diego, CA | May 2013 - Mar 2016 | 2 |
Laz Parking | San Diego, CA | Jun 2011 - Mar 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- CA
- TX
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Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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
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