Christine Castillo
Christine Castillo is a registered investment advisor at USAA Investment Services Company, based in Plano, TX, with 22 years of industry experience. Christine is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Insurance Planning, Retirement Planning. Their firm serves 2,635 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
7300 Parkwood Blvd., Building A, 3rd Floor, Plano, TX, 75024
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2017Other Business Activities
Christine is the Fundraising/Outreach Chair for the Ethical Network of San Antonio and sells handmade crafts on Etsy. She also works as a personal coach, author, blogger, speaker, and podcaster for Triple C Enterprises; each of these activities takes a few hours per week.
Employment History
Current Registrations
USAA Investment Services Company
USAA Investment Services CompanyBroker
Previous Registrations
USAA Financial Advisors, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations53 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.
Exams
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