Dean Castor
Dean Castor is a registered investment advisor at Truist Advisory Services, INC., based in Winston-Salem, NC, with 32 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
110 S Stratford Rd, Fl 5, Winston-Salem, NC, 27104
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Regulatory History (1)
Customer Dispute
July 2013Other Business Activities
Dean is the President of the Villages of Skull Creek II Dock Owners Association, a property owners association of 30 boat slip owners. He dedicates minimal time to this role, acting as one voting board member.
Employment History
Current Registrations
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Previous Registrations
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Allstate Financial Services, LLCBroker
Ing Financial Partners, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Jefferson Pilot Securities CorporationBroker
Equity Services, INC.Broker
Cadaret, Grant & CO., INC.Broker
Aig Equity Sales CORP.Broker
Nathan & Lewis Securities, INC.Broker
Princor Financial Services CorporationBroker
Bma Financial Services, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Travelers Equities Sales, INC.Broker
State Registrations18 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.