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Christine Castillo

21 Years of Experience
1 DisclosureBroker

Christine Castillo is a registered investment advisor at USAA Investment Services Company, based in San Antonio, TX, with 21 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 2,080 clients.

Compensation
N/A
Firm Size
88 advisors
IM Fee
Planning only

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

9800 Fredericksburg Road, San Antonio, TX, 78288

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History

Regulatory History (1)
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Customer Dispute
January 2017
Closed-No Action
Other 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
October 2005 - Present · 20 yrs 6 mos
USAA Investment Services CompanyBroker
October 2005 - Present · 20 yrs 6 mos
Previous Registrations
USAA Financial Advisors, INC.Broker
August 2014 - July 2020 · 5 yrs 11 mos
Ameriprise Financial Services, INC.
June 2004 - September 2005 · 1 yr 3 mos
Ameriprise Financial Services, INC.Broker
June 2004 - September 2005 · 1 yr 3 mos
Ids Life Insurance CompanyBroker
June 2004 - September 2005 · 1 yr 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.