Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid A Castro is a financial advisor with over 10 years of experience in the financial services industry. David is currently registered with Kovitz Investment Group Partners, LLC. David is a Certified Financial Planner™ professional. David provides investment advisory services to individuals, high-net-worth individuals, businesses, corporations, trusts, endowments, investment companies, and pooled investment vehicles. David is also a Registered Representative with the Financial Industry Regulatory Authority (FINRA). David's experience and credentials make him a valuable asset to any client seeking investment advice.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
05/14/2021 - Present
Kovitz Investment Group Partners, LLC (CHICAGO IL)
ME
01/11/2021 - 03/15/2021
FORESIDE FINANCIAL SERVICES, LLC (PORTLAND ME)
IL
12/04/2013 - 11/13/2020
KOVITZ SECURITIES, LLC (CHICAGO IL)
IL
03/14/2011 - 10/23/2013
MERCER ALLIED COMPANY, L.P. (LAKE FOREST IL)
BOTH
Issued 05/20/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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