Unclaimed Profile

Ian Ashley Castille

CAPITAL ADVANTAGE, INC.·WALNUT CREEK, California

Series 7, Series 66CFPClean record20 years registeredCAPITAL ADVANTAGE, INC.

1855 OLYMPIC BLVD., WALNUT CREEK, CA 94596CRD# 5091378Firm CRD# 108985

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ian Ashley Castille · WALNUT CREEK, CA

Registration

CRD #5091378 · CAPITAL ADVANTAGE, INC. · 20 years registered

Brand Profile

Not yet started

Career History

CAPITAL ADVANTAGE, INC.

Jul 2012 – present

LPL FINANCIAL LLC

Oct 2010 – Jun 2012

NAPA, CA

AMERIVEST INVESTMENT MANAGEMENT, LLC

Jul 2008 – Dec 2008

WALNUT CREEK, CA

TD AMERITRADE, INC.

Jul 2008 – Dec 2008

WALNUT CREEK, CA

BANC OF AMERICA INVESTMENT SERVICES, INC.

Nov 2006 – Jul 2008

WALNUT CREEK, CA

WELLS FARGO INVESTMENTS, LLC

Mar 2006 – Oct 2006

WALNUT CREEK, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · March 20, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL ADVANTAGE, INC.

CRD 108985 · SEC 801-55896

AUM

$1.0B

Regulatory assets under management

Employees

2,120 client accounts

Services offered by CAPITAL ADVANTAGE, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL ADVANTAGE, INC. →

Introduction

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Frequently Asked Questions

What services does Ian Ashley Castille offer?

Ian Ashley Castille specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WALNUT CREEK, California for a consultation.

What are Ian Ashley Castille's credentials?

Ian Ashley Castille holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Ian Ashley Castille located?

Ian Ashley Castille is based in WALNUT CREEK, California, working with CAPITAL ADVANTAGE, INC.. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does Ian Ashley Castille charge for services?

Ian Ashley Castille's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL ADVANTAGE, INC.?

CAPITAL ADVANTAGE, INC. has approximately 13 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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