AC
AC

Alexander Castro

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1370 advisors
Number of Clients
97,702 clients
Average Client Portfolio
$616K average
Assets Under Management
$60.2B

Fee Structure

Minimum Investment:$5K
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Location

5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735

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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 ActivitiesSells Insurance

Alexander owns Mil Spec Stocks, LLC, Parthenon Properties, LLC, Lepitsa 1, LLC, and Colombia Clothing Co, and is an Investment Advisor Representative for Kestra Advisory Services, LLC. He is also a Registered Representative/Investment Advisor Representative for Parthenon Wealth Advisors, which involves insurance activities; Alexander dedicates nearly all of his time to these investment and insurance roles.

Employment History
Current Registrations
Kestra Investment Services, LLC
June 2019 - Present · 6 yrs 8 mos
Kestra Advisory Services, LLC
June 2019 - Present · 6 yrs 8 mos
Kestra Investment Services, LLCBroker
June 2019 - Present · 6 yrs 8 mos
Previous Registrations
Foresters Advisory Services, LLC
December 2014 - June 2019 · 4 yrs 6 mos
Foresters Financial Services, INC.Broker
December 2007 - June 2019 · 11 yrs 6 mos
State Registrations9 states
AZCAFLILNMORTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.