Ronald Castleton
Ronald Castleton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake Forest, CA, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1 Orchard Road, Suite 130, Lake Forest, CA, 92630
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ronald is a co-owner of Stanton & Castleton, Inc., a support company, since 2009. He spends minimal time on tasks related to advancing the business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations41 states
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