Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Castillo is a financial advisor with Victory Capital Management Inc. Christopher has been in the financial services industry since 2000. Christopher has a Series 6, 7, 24, 63 and 65 licenses. Christopher has been registered with the state of Texas since 2004. Christopher has been registered with Victory Capital Management Inc. since 2019. Christopher has experience working at USAA Financial Advisors, Inc., USAA Investment Management Company, and MML Investors Services, Inc. Christopher's specializations include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Christopher also has experience in selecting other advisers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model portfolios
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
01/21/2021 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
10/22/2007 - 07/01/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
09/17/2004 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
MA
11/28/2000 - 09/11/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 07/26/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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