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James Francis Castleman

ADVISORTRUST PARTNERS, LLC·BELMONT, North Carolina
SIE, Series 7, Series 66Clean record17 years registeredADVISORTRUST PARTNERS, LLC
420 PARK STREET, BELMONT, NC 28012CRD# 5582414Firm CRD# 304967

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Francis Castleman · BELMONT, NC
Registration
CRD #5582414 · ADVISORTRUST PARTNERS, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

ADVISORSTRUST PARTNERS LLC
Jul 2020 – present
ADVISORTRUST PARTNERS, LLC
Aug 2019 – Jul 2020
RALEIGH, NC
COVEST
Mar 2015 – Apr 2018
RALEIGH, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jun 2012 – Dec 2014
CARY, NC
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC
Jun 2009 – Nov 2010
BELMONT, NC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · June 3, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ADVISORTRUST PARTNERS, LLC
CRD 304967 · SEC 801-117199
Employees
1
Total firm employees
Services offered by ADVISORTRUST PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ADVISORTRUST PARTNERS, LLC →
Introduction

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05

Frequently Asked Questions

What services does James Francis Castleman offer?
James Francis Castleman specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BELMONT, North Carolina for a consultation.
What are James Francis Castleman's credentials?
James Francis Castleman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Francis Castleman located?
James Francis Castleman is based in BELMONT, North Carolina, working with ADVISORTRUST PARTNERS, LLC. Their office serves clients in the BELMONT metropolitan area and surrounding communities.
How does James Francis Castleman charge for services?
James Francis Castleman'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 ADVISORTRUST PARTNERS, LLC?
ADVISORTRUST PARTNERS, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ADVISORTRUST PARTNERS, LLC

David Watts Mcmahan
BELMONT, NC

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (332)RALEIGH (174)GREENSBORO (75)ASHEVILLE (54)CHAPEL HILL (38)DURHAM (37)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)
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Research
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