Unclaimed
Christopher Castillo is a registered Investment Advisor Representative (IAR) with Fisher Investments in California and Texas. Christopher is affiliated with Fisher Investments since March 2010. Christopher is licensed to provide financial advice in California and Texas and has been providing advice for over 13 years. Christopher offers portfolio management for individuals, businesses, investment companies and pooled investment vehicles, as well as financial planning. Christopher is also a member of the firm's portfolio assessment team.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
Portfolio assessment
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.
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.
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CA
09/27/2023 - Present
Fisher Investments (SAN MATEO CA)
IA
Issued 05/29/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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