Phillip Castle (CRD# 2619152) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Waco, TX and has over 28 years of experience in the finance industry.
CRD# 7060484
Lpl Financial LLC
CRD# 1366957
Lpl Financial LLC
CRD# 2137572
Academy Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Winnow Wealth, LLC | Waco, TX | Jan 2022 - Current | 2 |
| The Momentous Group | Waco, TX | Jan 2020 - Current | 4 |
| Retirement Wealth Advisors, LLC | Waco, TX | Sep 2019 - Current | 4 |
| The Eagle Team | Woodbury, ME | Jan 2014 - Current | 10 |
| Nurture Wealth Insurance Agency Llc Dba Nurture Wealth | Waco, TX | Jan 2011 - Current | 13 |
| The Prepare Institute | Wheaton, IL | Oct 2018 - Dec 2021 | 3 |
| Nurture Wealth Advisors Llc Dba Nurture Wealth Tax Pros | Waco, TX | Jan 2014 - Dec 2021 | 7 |
| Regal Investment Advisors, LLC | Kentwood, MI | Apr 2017 - Sep 2019 | 2 |
| Chad Castle Inc Dba Castle Investor Coaching | Waco, TX | May 2008 - Jul 2018 | 10 |
| Wealth Watch Advisors LLC | Rockledge, FL | May 2016 - Mar 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1995 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
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