Castleview Partners, LLC

Castleview Partners, LLC (CRD# 281410) is a financial advisory firm headquartered in Dallas, TX. They manage $171,200,000 in 776 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    776
    ACCOUNTS
  • Average Account Value
    $220,619
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, FL, IL, KY, TX

Financial Advisors at Castleview Partners, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Douglas W. Gill
CRD#: 2129646
8111 Preston Road, Suite 575, Dallas, TX 75225
96
Wealthminder
score

Douglas Gill (CRD# 2129646) is an Investment Advisor Representative working at Castleview Partners, LLC in Dallas, TX and has over 27 years of experience in the finance industry. Douglas Gill 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.

2
Alyssa Guerra
CRD#: 5152168
814 Ponce De Leon, Suite 500, Coral Gables, FL 33134
96
Wealthminder
score

Alyssa Guerra (CRD# 5152168) is an Investment Advisor Representative working at Castleview Partners, LLC in Coral Gables, FL and has over 11 years of experience in the finance industry. Alyssa Guerra 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.

3
Catherine G. Bailey
CRD#: 1121134
8111 Preston Road, Suite 575, Dallas, TX 75225
93
Wealthminder
score

Catherine Bailey (CRD# 1121134) is an Investment Advisor Representative working at Castleview Partners, LLC in Dallas, TX and has over 27 years of experience in the finance industry.

4
Harriet E. Bynum
CRD#: 1801192
Little Rock, AR
93
Wealthminder
score

Harriet Bynum (CRD# 1801192) is an Investment Advisor Representative working at Castleview Partners, LLC in Little Rock, AR and has over 30 years of experience in the finance industry.

5
Bunn Fawcett
CRD#: 2190023
Texarkana, AR
93
Wealthminder
score

Bunn Fawcett (CRD# 2190023) is an Investment Advisor Representative working at Castleview Partners, LLC in Texarkana, AR and has over 26 years of experience in the finance industry.

6
Lawrence C. Heller
CRD#: 2462197
8111 Preston Road, Suite 575, Dallas, TX 75225
93
Wealthminder
score

Lawrence Heller (CRD# 2462197) is an Investment Advisor Representative working at Castleview Partners, LLC in Dallas, TX and has over 24 years of experience in the finance industry.

7
Matthew G. Marquis
CRD#: 5301123
5600 N. River Road, Suite 800, Rosemont, IL 60018
93
Wealthminder
score

Matthew Marquis (CRD# 5301123) is an Investment Advisor Representative working at Castleview Partners, LLC in Rosemont, IL and has over 10 years of experience in the finance industry.

8
Umberto Perez
CRD#: 4149270
255 Alhambra Circle, Suite 500b, Coral Gables, FL 33134
93
Wealthminder
score

Umberto Perez (CRD# 4149270) is an Investment Advisor Representative working at Castleview Partners, LLC in Coral Gables, FL and has over 15 years of experience in the finance industry.

9
Roberto Serrano
CRD#: 4280714
255 Alhambra Cir., Suite 500b, Coral Gables, FL 33134
84
Wealthminder
score

Roberto Serrano (CRD# 4280714) is an Investment Advisor Representative working at Castleview Partners, LLC in Coral Gables, FL and has over 7 years of experience in the finance industry. Roberto Serrano 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.

10
Michael P. Mansur
CRD#: 2966580
8111 Preston Road, Suite 575, Dallas, TX 75225
51
Wealthminder
score

Michael Mansur (CRD# 2966580) is an Investment Advisor Representative working at Castleview Partners, LLC in Dallas, TX and has over 17 years of experience in the finance industry. Michael Mansur 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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