David
Cain
Castleview Partners, LLC
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About this Advisor
David Cain is a financial advisor based in Plano, Texas, working with Castleview Partners, LLC. David has previously held positions at Lake Point Wealth Management, LLC, Shield Financial Group, Lake Point Advisory Group, LLC, Mercer Global Advisors, Lakepoint Wealth Management, Castleview Partners, LLC, and Cain Financial Solutions, LLC. David has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, David is part of Castleview Partners, LLC, which operates out of Plano, Texas. The firm has 6 offices and 18 employees. The firm manages assets totaling $270.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Castleview Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Castleview Partners, LLC Brokerage Details
$269,982,571
18
1,308
$206,409
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
David Cain Work History
Castleview Partners, LLC
Cain Financial Solutions, LLC
Mercer Global Advisors
Lake Point Wealth Management, LLC
Lake Point Advisory Group, LLC
Shield Financial Group
Lakepoint Wealth Management
Disclosures
Please visit the SEC profile of David Cain 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 Castleview Partners, LLC
Herriman, UT
Austin, TX
Plano, TX
Miami, FL
Miami, FL
Plano, TX
Des Plaines, IL
Plano, TX
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