Glenda
Lenox

Arnold Castellano And Associates, LLC

CRD#5635114
Investment Advisor
in Shreveport, LA

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About this Advisor

Glenda Lenox is a financial advisor based in Shreveport, Louisiana, working with Arnold Castellano And Associates, LLC. Glenda has previously held positions at New England Securities, Metlife Securities Inc, Pruco Securities, LLC, Prudential Insurance Company Of America, Arnold Castellano & Associates, LLC, and as a sole proprietor. Glenda has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Louisiana and Texas. Currently, Glenda is part of Arnold Castellano And Associates, LLC, which operates out of Shreveport, Louisiana. The firm has 14 employees and manages assets totaling $113.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Arnold Castellano And Associates, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9343 Ellerbe Road Bldg A
Shreveport, LA 71106

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Arnold Castellano And Associates, LLC Brokerage Details

Total Assets Under Management

$113,742,554

LA Average: $486,181,852
Total Number of Employees

14

LA Average: 13
Total Number of Accounts

350

LA Average: 722
Average Account Size

$324,979

LA Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Glenda Lenox Work History

2023 - Present (1 year)

Arnold Castellano & Associates, LLC

2015 - Present (9 years)

Glenda Lenox, Sole Proprietor

2015 - 2015 (< 1 year)

Metlife Securities Inc

2015 - 2023 (8 years)

Pruco Securities, LLC

2015 - 2023 (8 years)

Prudential Insurance Company Of America

2009 - 2014 (5 years)

New England Securities

Disclosures

Please visit the SEC profile of Glenda Lenox 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 Arnold Castellano And Associates, LLC

Glenda Lenox
Shreveport, LA
Connor Castellano
Shreveport, LA
Arnold Castellano
Shreveport, LA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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