Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Castro is a financial advisor with LPL Financial LLC, a large firm with over $50 billion in assets under management. Paul Castro is registered with FINRA and has experience in the financial services industry since 2010. Paul Castro has been with LPL Financial LLC since August 2020. Before joining LPL Financial LLC, Paul Castro worked at UnionBanc Investment Services and BBVA Securities Inc. Paul Castro has been a registered investment advisor since August 2020. Paul Castro provides a range of financial services including financial planning, portfolio management, and educational seminars. Paul Castro is licensed to sell securities in Alabama, Arizona, Arkansas, California, Idaho, Nevada, North Carolina, Texas, Utah and Wyoming.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
10/04/2024 - Present
LPL Financial LLC (TORRANCE CA)
CA
08/24/2016 - 08/19/2020
UNIONBANC INVESTMENT SERVICES, LLC (RIVERSIDE CA)
CA
05/16/2013 - 08/15/2016
BBVA SECURITIES INC. (RIVERSIDE CA)
CA
03/20/2013 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (RIVERSIDE CA)
CA
12/06/2012 - 02/25/2013
CITIGROUP GLOBAL MARKETS INC. (REDLANDS CA)
CA
02/08/2010 - 02/02/2012
CHASE INVESTMENT SERVICES CORP. (RIVERSIDE CA)
BOTH
Issued 06/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/05/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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