Castle Wealth Advisors LLC
Castle Wealth Advisors LLC (CRD# 283231) is a financial advisory firm headquartered in Los Angeles, CA. They serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- 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)
Misty Castle (CRD# 4905713) is an Investment Advisor Representative working at Castle Wealth Advisors LLC in Los Angeles, CA and has over 10 years of experience in the finance industry. Misty Castle 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.