Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Chad Castle is an investment advisor representative registered with Brookstone Wealth Advisors, LLC and Winnow Wealth, LLC. Phillip has been in the financial services industry for over 20 years. Phillip specializes in helping clients with financial planning, portfolio management, and educational seminars. Phillip holds the Series 6, 7, 24, 31, and 63 licenses and the Series 65 license.
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.
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.
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.
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2
TX
09/13/2019 - Present
Brookstone Wealth Advisors, LLC (WACO TX)
TX
07/02/2004 - 09/29/2008
GUNNALLEN FINANCIAL, INC (WACO TX)
TX
07/09/2002 - 06/18/2004
OXFORD FINANCIAL GROUP (HOUSTON TX)
TX
01/11/1999 - 08/22/2002
CONSORTIUM INVESTMENTS, LTD. (WACO TX)
NY
03/21/1997 - 06/25/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
02/27/1997 - 06/25/1999
NEW ENGLAND SECURITIES
FL
09/11/1997 - 03/15/1999
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
GA
01/07/1997 - 02/27/1997
WMA SECURITIES, INC. (DULUTH GA)
GA
08/07/1996 - 12/31/1996
WMA SECURITIES, INC. (DULUTH GA)
NY
05/30/1995 - 08/08/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 02/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/1997
Series 24 - General Securities Principal Examination
BC
Issued 03/04/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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