George Castle
George Castle is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Newark, DE, with 42 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
248 E Chestnut Hill Rd Ste 3, Newark, DE, 19713
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
George is an independent insurance agent selling fixed insurance products since 2004, dedicating nearly full-time hours to this activity. He also owns rental property and works as a financial professional for Douglas C. Loew & Associates, spending full-time hours on financial and insurance services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Locust Street Securities, INC.
Independent Advisers Group CORP
Locust Street Securities, INC.Broker
Fidelity Equity Services CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.