Douglas Castle is a CFP-designated registered investment advisor, based in Bozeman, MT, with 7 years of industry experience.
Location
1174 Stoneridge Drive Suite 302, Bozeman, MT, 59718
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Douglas is the CEO of Castle Financial Strategies, LLC and an independent contractor for Oak Crest Advisors, spending about half of his time or more in each role as a financial advisor. He also owns Castle Tax Services LLC, where he provides tax preparation services for individuals and small businesses, dedicating minimal time to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
J.P. Morgan Securities LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations9 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.