Chad Castrinos
Chad Castrinos is a registered investment advisor at Independent Financial Partners, based in Metairie, LA, with 26 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
Location
2901 N Causeway Blvd, Suite 305, Metairie, LA, 70002
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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 Activities
Chad is the owner of Castrinos Financial, operating as a DBA, in the role of Wealth Planner. This activity is not investment-related.
Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLCBroker
Previous Registrations
Advisor Resource Council
Independent Financial Partners
Level Four Advisory Services
LPL Financial LLCBroker
LPL Financial LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations9 states
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