Chris Castro (CRD# 2550954) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Boca Raton, FL and has over 28 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| B. Riley Wealth Management | Boca Raton, FL | Jul 2022 - Current | 1 |
| B. Riley Wealth Advisors | Boca Raton, FL | Oct 2020 - Current | 3 |
| National Securities Corporation | Boca Raton, FL | Oct 2020 - Jul 2022 | 1 |
| Self-employed | Orlando, FL | Oct 2018 - Oct 2020 | 2 |
| Select Quote | Jacksonville, FL | Nov 2019 - Nov 2019 | < 1 |
| Cetera Investment Services LLC | St. Cloud, MN | Mar 2018 - Oct 2018 | < 1 |
| Cetera Investment Advisers LLC | Winter Park, FL | Mar 2018 - Oct 2018 | < 1 |
| Regions Bank | Winter Park, FL | Feb 2018 - Oct 2018 | < 1 |
| Self Employes | Orlando, FL | Aug 2017 - Feb 2018 | < 1 |
| Securities America Inc. | Kissimmee, FL | Jul 2016 - Aug 2017 | 1 |
| Securities America Advisors | Kissimmee, FL | Jul 2016 - Aug 2017 | 1 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Jun 2015 - May 2016 | < 1 |
| Cuna Mutual Group | Waverly, IA | Jun 2015 - May 2016 | < 1 |
| Aflac | Garden City, NY | Aug 2014 - Jun 2015 | < 1 |
| Transamerica Financial Advisors, Inc. | Melville, NY | Jan 2012 - Jun 2015 | 3 |
| World Financial Group, Inc. | Hauppauge, NY | Jan 2008 - Jun 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1995 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2006 |
- FL
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Total Assets Under Management7,645MILLIONS
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Total Number of Accounts20,038ACCOUNTS
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Average Account Value$381,538
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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