Paul J Castro
Investment adviser representative at LPL Financial LLC
17 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
17 years in the industry.
- LPL Financial LLCOct 2024 to now
- Cetera Advisor Networks LLCSep 2024 to Oct 2024
- Cetera Investment Advisers LLCSep 2024 to Oct 2024
- LPL Financial LLCAug 2020 to Aug 2024
- Unionbanc Investment ServicesAug 2016 to Aug 2020
- Caliber Picture FramingAug 2007 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5751663
- Firm CRD
- 6413