Mark Casto (CRD# 4055755) is an Investment Advisor Representative working at Creative Financial Solutions, LLC in Washington Court House, OH and has over 18 years of experience in the finance industry. Mark Casto 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.
CRD# 6673546
Janney Montgomery Scott LLC
CRD# 4279047
Columbus Street Financial Planning, LLC
CRD# 6568704
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2014 - Current | 10 |
| Cambridge Investment Research Advisors Inc. | Fairfield, IA | Mar 2014 - Current | 10 |
| Creative Financial Solutions, LLC | Washington C.h., OH | Jan 2000 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2005 |
- OH
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
KY, OH, WV
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