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Paul F. Castellon

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CRD#: 1141817
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Paul Frank Castellon, who also goes by Frank Castellon Mr., P. Frank Castellon Mr., was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1983. Paul had worked at 13 firms and has passed the Series 65, Series 63, Series 7, Series 22 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Frank Castellon Mr. | P. Frank Castellon Mr.

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 8, 2014 - November 3, 2016

VAB ADVISORS, LLC.

RIA
CRD#: 155204
SAN JUAN, PR
Past

April 11, 2003 - September 15, 2014

COMPREHENSIVE INVESTMENT SOLUTIONS, LLC

RIA
CRD#: 119284
YARDLEY, PA
Past

September 6, 2001 - September 9, 2014

CPA INVESTMENT SOLUTIONS, LLC

RIA
CRD#: 108317
YARDLEY, PA
Past

March 18, 1998 - April 3, 2003

COMPREHENSIVE INVESTMENT SOLUTIONS INC

RIA
CRD#: 107055
YARDLEY, PA
Past

January 4, 1996 - June 8, 1996

OCC DISTRIBUTORS LLC

BD
CRD#: 18541
NEW YORK, NY
Past

April 26, 1994 - January 1, 1996

AMERICAN MEDICAL INVESTMENT COMPANY, L.P.

BD
CRD#: 36178
Past

June 7, 1990 - May 6, 1994

AMA INVESTMENT ADVISERS, INC.

BD
CRD#: 678
CHICAGO, IL
Past

March 21, 1990 - June 12, 1990

MCCARLEY AND ASSOCIATES, INC.

BD
CRD#: 16128
GREENVILLE, SC
Past

April 20, 1989 - February 24, 1990

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

November 3, 1988 - February 17, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

April 20, 1988 - August 24, 1988

JUDY & ROBINSON SECURITIES, INC

BD
CRD#: 2378
Past

April 1, 1988 - November 3, 1988

CHRISTOPHER WEIL & COMPANY, INC

BD
CRD#: 6566
GLENDALE, CA
Past

February 14, 1984 - April 4, 1988

JUDY & ROBINSON SECURITIES, INC

BD
CRD#: 2378
Past

June 22, 1983 - February 4, 1984

WZW FINANCIAL SERVICES, INC.

BD
CRD#: 5717

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/3/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


VA
VAB ADVISORS, LLC.
FRANK VASQUEZ | VAB ADVISORS, LLC.

CRD#: 155204 / SEC#: 801-72194

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Contact information


Main Address
352 Fernando Primero, San Juan, PR 00918
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VAB ADVISORS, LLC.

CRD#: 155204

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