Carol Castillo
Investment adviser representative at Kestra Advisory Services, LLC
15 yearsExperience
2 statesRegistered in
$79.8BFirm assets
27 yearsFirm in business
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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
Experience
15 years in the industry.
- Kestra Advisory Services, LLCSep 2025 to now
- Kestra Investment Services, LLCSep 2025 to now
- AgiaMay 2025 to Sep 2025
- Valic Financial Advisors, Inc.Mar 2025 to Sep 2025
- UnemployedNov 2024 to Mar 2025
- Marjon Management Advisors LLCDec 2021 to Oct 2024
- The Mfa Companies LLCJan 2021 to Dec 2021
- HomemakingJan 2020 to Dec 2020
- Afp ProvidaMar 2018 to Nov 2019
- UnemployedDec 2017 to Feb 2018
- Itau BankOct 2010 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MD, VA).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 4374281
- Firm CRD
- 283330