Bethany Castille

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 05/2016 → 08/2018
  Pards Aquatic Center
  Denham Springs, LA
• 04/2019 → 12/2021
  Kendra Scott
  Baton Rouge, LA
• 12/2021 → 01/2022
  Unemployed
  Denham Springs, LA
• 01/2022 → 05/2022
  Dons Seafood
  Denham Springs, LA
• 06/2022 → 08/2022
  Molson Coors Beverage Company
  Denver, CO
• 08/2022 → 05/2023
  Dons Seafood
  Denham Springs, LA
• 05/2023 → 06/2023
  Unemployed
  Denham Springs, LA
• 06/2023 → 12/2023
  Molson Coors Beverage Company
  Plano, TX
• 12/2023 → 03/2024
  Unemployed
  Plano, TX
• 04/2024 → 06/2025
  Karbach Brewing Company - Anheuser Busch
  Houston, TX
• 06/2025 → 10/2025
  Unemployed
  Dallas, TX
• 10/2025 → 12/2025
  The Gin
  Prosper, TX
• 10/2025 → Present
  La Serre Cafe
  Prosper, TX
• 08/2019 → 05/2023
  Louisiana State University
  Baton Rouge, LA
• 09/2018 → 03/2019
  Unemployed
  Denham Springs, LA
• 07/2026 → Present
  Fisher Investments
  Plano, TX

Other Businesses

La Serre Cafe - not investment related - Barista/Vendor - 289 Laughlin Lane, 2112, Celina, Tx 75009 - 4 hours a week.

Exams

• S66 Uniform Combined State Law Examination
  2026-02-10