Peter Joseph Castro

Francis LLC

5 Years of Experience

View SEC Summary

Areas of Practice

Retirement Planning

Francis LLC

Compensation

Fixed/Hourly

Firm Size

16 advisors

Number of Clients

93 clients

Average Client Portfolio

Not specified

Fee Structure

Financial Planning:Investment management only

One-Time Plan:$3,000 - $5,000

Location

19435 W. Capitol Drive, Brookfield, WI, 53045

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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.

Employment History

Current Registrations

Francis LLC

March 2020 - Present · 5 yrs 11 mos

State Registrations3 states

ILMNWI

Advisor

Exams

No exam information available for this advisor.