R Mark
Castle

Stephens

CRD#2855290
Investment Advisor
in Atlanta, GA
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About this Advisor

R Mark Castle is a certified financial planner based in Atlanta, Georgia, who has been in the advisory business for 17 years. Castle is an advisor for Stephens. During their career, the advisor has held roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Stephens Inc. Castle maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Georgia and Texas. Stephens is a registered investment firm headquartered in Atlanta, Georgia. It has offices in 23 locations and a total of 692 people on staff. It handles $10 billion in assets under management between its 24,447 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 97 charitable organizations. Of its 24,447 client accounts, just 5% are associated with high-net-worth individuals who have greater than $1 million in assets. Stephens provides a wide array of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules typically depend on the type of financial services provided. Fees billed by Stephens can include any combination of asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 years

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Disclosures

No

Office Location

3344 Peachtree Road
Atlanta, GA 30326

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Stephens Brokerage Details

Total Assets Under Management

$9,537,640,039

GA Average: $880,205,985
Total Number of Employees

692

GA Average: 42
Total Number of Accounts

24,618

GA Average: 1,714
Average Account Size

$387,425

GA Average: $513,539

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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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

R Mark Castle Work History

R Mark has 17 years of experience.

2012 - Present (7 years)

Stephens Inc

2009 - 2012 (3 years)

Morgan Stanley Smith Barney

2001 - 2012 (11 years)

Citigroup Global Markets Inc

Disclosures

R Mark Castle has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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