Douglas Edward Castle
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$390BFirm 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 feeCommissionsOther
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
12 years in the industry.
- Raymond James Financial Services Advisors, IncOct 2023 to now
- Raymond James Financial Services, IncOct 2023 to now
- Raymond James Financial Services Advisors, Inc.Jul 2020 to Aug 2023
- Raymond James Financial Services, IncMay 2020 to Aug 2023
- Oklahoma State UniversityAug 2019 to Dec 2020
- Trust Company of OklahomaAug 2017 to May 2020
- JP Morgan Securities LLCJan 2017 to Aug 2017
- Northwestern Mutual Investment Services, LLCDec 2014 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (MT, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 6430260
- Firm CRD
- 149018