CC
CC

Christopher Castillo

23 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
64 advisors
Number of Clients
2,558 clients
Average Client Portfolio
$59.5M average
Assets Under Management
$152.3B

Fee Structure

Financial Planning:Investment management only
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Location

15935 La Cantera Pkwy, San Antonio, TX, 78256

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History

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.

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Other Business Activities

Christopher owns Triple C Enterprises, an agriculture business focused on breeding, since 2011. He dedicates nearly full-time hours to this activity.

Employment History
Current Registrations
Victory Capital Management INC.
January 2021 - Present · 5 yrs 1 mo
Victory Capital Services, INC.Broker
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
USAA Investment Management Company
January 2018 - July 2019 · 1 yr 6 mos
USAA Financial Planning Services
April 2013 - January 2018 · 4 yrs 9 mos
USAA Investment Management Company
July 2008 - April 2013 · 4 yrs 9 mos
USAA Financial Advisors, INC.Broker
October 2007 - July 2019 · 11 yrs 9 mos
USAA Investment Management CompanyBroker
September 2004 - December 2007 · 3 yrs 3 mos
MML Investors Services, INC.Broker
November 2000 - September 2002 · 1 yr 10 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Christopher Castillo - Financial Advisor | TrueAdvisor