MC
MC
Miguel Castro
23 Years of Experience
Montgomery, TX
1 DisclosureBroker
Miguel Castro is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Montgomery, TX, with 23 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
21499 Eva Street, Montgomery, TX, 77356
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2020Denied
Other Business Activities
Miguel is a financial advisor at Oak Crest Advisors and the founder and financial advisor at Spirit of Texas Wealth Management. He dedicates about half of his time to each of these roles.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2023 - Present · 3 yrs 3 mos
Raymond James Financial Services, INC.Broker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Edward Jones
March 2009 - March 2023 · 14 yrs
Edward JonesBroker
April 2002 - March 2023 · 20 yrs 11 mos
State Registrations7 states
ARCAGALAMNOKTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.