Covest

Covest (CRD# 173226) is a financial advisory firm headquartered in Raleigh, NC. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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.

NC

Financial Advisors at Covest
Showing 1 - 1 of 1 top financial advisors.
1
James F. Castleman
CRD#: 5582414
182 Wind Chime Court, Suite 101, Raleigh, NC 27615
93
Wealthminder
score

James Castleman (CRD# 5582414) is an Investment Advisor Representative working at Covest in Raleigh, NC and has over 7 years of experience in the finance industry.

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