Boris Michael Castillo
Investment adviser representative at Nwf Advisory Services Inc
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Nwf Advisory Services IncMay 2025 to now
- Osaic Wealth, Inc.Sep 2023 to now
- The Ameriflex Group, Inc.Aug 2022 to now
- Sagepoint FinancialAug 2022 to Sep 2023
- Cuso Financial Services, LPJul 2019 to Aug 2022
- Kinecta Financial & Insurance ServicesJun 2015 to Jul 2019
- LPL Financial LLCDec 2013 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
- Series 65 · Uniform Investment Adviser Law2012
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
Nwf Advisory Services Inc
$6.4BAssets managed
11,433Clients
107Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3013130
- Firm CRD
- 110410