Overview

Castle and it's affiliate are wealth managers for individuals and business owners. We are looking for introductions to other RIA's and representatives that want to work in the independent space and looking for back office, compliance, sales and advanced planning support.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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