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James Francis Castleman

ADVISORTRUST PARTNERS, LLC·BELMONT, North Carolina
Clean recordADVISORTRUST 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Francis Castleman is a registered financial advisor based in BELMONT, North Carolina, affiliated with ADVISORTRUST PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ADVISORTRUST PARTNERS, LLC
ADVISORTRUST PARTNERS, LLC
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ADVISORTRUST PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5582414
Firm CRD# 304967
View on FINRA BrokerCheck →

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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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David Watts Mcmahan
BELMONT, NC

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
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City Guides
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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