Paul Castellon, financial advisor San Juan PR
96 score

Paul Castellon

CRD Number: 1141817
Current Firm: Vab Advisors, LLC

Paul Castellon (CRD# 1141817) is an Investment Advisor Representative working at Vab Advisors, LLC in San Juan, PR and has over 29 years of experience in the finance industry. Paul Castellon 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
Vab Advisors LLC San Juan, PR Sep 2014 - Current 2
Comprehensive Investment Solutions, LLC Yardley, PA Apr 2003 - Current 13
Cpa Investment Solutions, LLC Yardley, PA Oct 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1987
S65 NASAA Investment Advisors Law Examination Jan 1992
Contact Info for Paul F. Castellon
Phone Number: 787-302-1052
Registered State(s):
  • PR
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • 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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