Julio Castillo
Investment adviser representative at RBC Capital Markets, LLC
15 yearsExperience
3 statesRegistered in
$310.4BFirm assets
49 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 assetsFixed 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
15 years in the industry.
- RBC Capital Markets, LLCMar 2026 to now
- Wells Fargo Bank, NAJan 2024 to Mar 2026
- Wells Fargo Clearing Services, LLCJan 2024 to Mar 2026
- UnemployedMay 2023 to Jan 2024
- Morgan StanleyMay 2022 to Jul 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2019
- Wells Fargo Advisors, LLCOct 2014 to Nov 2016
- Wells Fargo Bank, NAJan 2011 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (MN, TX, VI).
RBC Capital Markets, LLC
$310.4BAssets managed
283,910Clients
3,838Advisers
49 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
- 6404537
- Firm CRD
- 31194