Carol Castillo is a registered investment advisor, based in Reston, VA, with 9 years of industry experience.
Location
11710 Plaza America Dr, Ste 2000, Reston, VA, 20190
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Kestra Investment Services, LLCBroker
September 2025 - Present · 8 mos
Kestra Advisory Services, LLC
September 2025 - Present · 8 mos
Kestra Investment Services, LLC
September 2025 - Present · 8 mos
Previous Registrations
VALIC Financial Advisors, INC.
June 2025 - September 2025 · 3 mos
VALIC Financial Advisors, INC.Broker
April 2025 - September 2025 · 5 mos
Wells Fargo Advisors, LLCBroker
December 2006 - May 2010 · 3 yrs 5 mos
First Internet Securities NetworkBroker
February 2002 - December 2006 · 4 yrs 10 mos
American Express Financial Advisors INC.Broker
May 2001 - January 2002 · 8 mos
Ids Life Insurance CompanyBroker
May 2001 - January 2002 · 8 mos
State Registrations2 states
MDVA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.