Allen Castner, financial advisor Kiawah Island SC
93 score

Allen Castner

CRD Number: 866709
Current Firm: Wells Fargo Clearing Services, LLC

Allen Castner (CRD# 866709) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Kiawah Island, SC and has over 38 years of experience in the finance industry.

Similar Advisors
Justin Follmer, financial advisor Kiawah Island SC
Justin M. Follmer
CRD# 5195300
Coastal Wealth Advisors, LLC
Score
104
Similar Advisors
Edward Guidry, financial advisor Kiawah Island SC
Edward J. Guidry
CRD# 6115213
Edward Jones
Score
100
Similar Advisors
Johann Kroll, financial advisor Kiawah Island SC
Johann R. Kroll
CRD# 6297173
Oceanside Advisors LLC
Score
100
Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Morristown, NJ Nov 2016 - Current 1
Wells Fargo Advisors LLC Morristown, NJ May 2009 - Nov 2016 7
Wachovia Securities, LLC Sumter, SC Jan 2008 - May 2009 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1979
Contact Info for Allen G. Castner
Phone Number: 314-875-3000
Registered State(s):
  • FL
  • SC
  • NJ
By the Numbers
  • Total Assets Under Management
    409,716
    MILLIONS
  • Total Number of Accounts
    1,359,521
    ACCOUNTS
  • Average Account Value
    $301,368
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Allen Castner and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.