Hector Del Castillo

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2011 → 10/2018
  Wells Fargo Bank Na
  Oceanside, CA
• 08/2018 → 02/2021
  Wells Fargo Clearing Services Llc
  Oceanside, CA
• 03/2021 → 12/2022
  Lpl Financial, Llc
  San Diego, CA
• 03/2021 → 12/2022
  Integrated Wealth Concepts, Llc
  San Diego, CA
• 07/2023 → Present
  Raymond James Financial Services, Inc.
  Escondido, CA
• 01/2023 → 07/2023
  Unemployed
  San Diego, CA
• 07/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Escondido, CA
• 07/2023 → Present
  Mission Federal Credit Union
  Escondido, CA

Previous Registrations

• 2021-03-11 → 2023-01-03
  Integrated Wealth Concepts Llc
  San Diego, CA
• 2018-12-24 → 2021-02-12
  Wells Fargo Clearing Services, Llc
  Oceanside, CA
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2018-12-22

Other Names

• Hector Del Castillo