Boris
Castillo
The Ameriflex Group
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About this Advisor
Boris Castillo is a certified financial planner operating in Long Beach, California with 1 year of relevant experience. Castillo is an advisor for The Ameriflex Group. Their career trajectory has included roles at Xceed Financial Investment Services, Lpl Financial LLC, Kinecta Financial & Insurance Services, Cuso Financial Services, Lp, The Ameriflex Group, Inc and Sagepoint Financial. Castillo holds Series 65, Series 66 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. The Ameriflex Group is an advisory business based out of Las Vegas, NV. The firm has offices in 53 locations and a total of 85 people on staff. It has $3 billion in total assets among its 6,588 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 32 charities and foundations. Of its 6,588 customer accounts, 15% are held by high-net-worth investors who have at least $1 million in assets available to invest. The Ameriflex Group offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules usually depend on which services the firm provides the client. Fee types billed by The Ameriflex Group may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Ameriflex Group Brokerage Details
$3,423,013,375
85
6,588
$519,583
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Boris Castillo Work History
Boris has been registered as a financial advisor for 1 years.*
The Ameriflex Group, Inc
Sagepoint Financial
Cuso Financial Services, Lp
Kinecta Financial & Insurance Services
Lpl Financial LLC
Xceed Financial Investment Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Boris Castillo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Ameriflex Group
Lone Tree, CO
Las Vegas, NV
Las Vegas, NV
Scottsdale, AZ
Torrance, CA
Long Beach, CA
Las Vegas, NV
Albuquerque, NM
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
