Lpl Financial LLC
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About this Advisor
Leslie Castillo is a certified financial planner based in San Diego, California, who has been in the financial industry for 12 years. Castillo is on the advisory team at Lpl Financial LLC. Throughout their career, they have worked at D.A. Davidson & Co, Crowell, Weedon & Co, Stratos Wealth Partners, LTD and Lpl Financial, LLC. Castillo maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in California and Texas. Lpl Financial LLC is a business based out of San Diego, California. The firm has offices in 8,011 locations and a total of 22,703 people on staff. It controls $153 billion in assets across its 680,466 client accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 899 charitable organizations. Of its 680,466 accounts, 23% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees typically are based on the services. However, fee types billed by Lpl Financial LLC most likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Leslie Castillo Work History
Leslie has 12 years of experience.
Stratos Wealth Partners, LTD
Lpl Financial, LLC
D.A. Davidson & Co
Crowell, Weedon & Co
Leslie Castillo has no disclosures.
Please visit their SEC profile for more details.