Uriel Castillo (CRD# 7487283) is an Investment Advisor Representative working at Rfg Advisory, LLC in Naples, FL and has 1 year of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rfg Advisory, Llc Dba Four Seasons Wealth Management | Naples, FL | Sep 2022 - Current | 1 |
| Private Client Services | Naples, FL | Sep 2022 - Current | 1 |
| Bank Of America, N.a. | Doral, FL | Apr 2022 - Aug 2022 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Doral, FL | Jan 2022 - Aug 2022 | < 1 |
| Fifth Third Bank | Marco Island, FL | Jul 2019 - Jan 2022 | 2 |
| Miami Dade College | Miami, FL | Aug 2017 - Dec 2020 | 3 |
| Sfn Group Inc Spherion Staffing LLC | Naples, FL | Dec 2018 - Jun 2019 | < 1 |
| Moorings Park Community Health Inc. | Naples, FL | Sep 2016 - Jun 2019 | 2 |
| Ups | Naples, FL | Nov 2017 - Dec 2017 | < 1 |
| Starbucks | Naples, FL | Aug 2017 - Nov 2017 | < 1 |
| Florida Southwestern State College | Naples, FL | Aug 2014 - May 2017 | 2 |
| Lely High School | Naples, FL | Nov 2013 - May 2016 | 2 |
| Orange Leaf Frozen Yogurt | Marco Island, FL | Jul 2015 - Nov 2015 | < 1 |
| Dunkin Donuts | Marco Island, FL | Dec 2014 - Jul 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- FL
- TX
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Total Assets Under Management3,859MILLIONS
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Total Number of Accounts17,871ACCOUNTS
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Average Account Value$215,951
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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