Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Stephens Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
R Mark Castle has no disclosures.
Please visit their SEC profile for more details.