Julio
Castillo
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Julio Castillo is a financial advisor based in Tamarac, Florida, working with Tiaa-Cref Individual & Institutional Services, LLC. Julio has previously held positions at Transamerica Retirement Advisors, LLC, Transamerica Investors Securities Corporation, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Scottrade Investment Management, and Scottrade, Inc. Julio has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Julio is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Tamarac, Florida. The firm has 137 offices and 1,519 employees. The firm manages assets totaling $32.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Tiaa-Cref Individual & Institutional Services, LLC includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$32,676,871,332
1,519
73,602
$443,967
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Julio Castillo Work History
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities Corporation
Scottrade Investment Management
Scottrade, Inc
Disclosures
Please visit the SEC profile of Julio Castillo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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