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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Eugene Allen Castle

Eugene A. Castle

MONEYWISE
Lexington, KY 40502
Some features on this profile are disabled
CRD#: 2733633
Eugene Allen Castle

Professional summary

Eugene Allen Castle, CFP®, who also goes by Eugene Castle, is a registered financial advisor currently at MONEYWISE, INC. located in Lexington, Kentucky.

Eugene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Eugene has worked at 1 firm and has passed the Series 63 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Eugene Castle

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) - RIA

Click below to view Eugene Allen Castle's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2002

Experience

Current

January 11, 2011 - Present

MONEYWISE, INC.

Office #1: 836 Euclid Avenue #318, Lexington, KY 40502
RIA
CRD#: 145043
Lexington, KY
Past

November 28, 2007 - December 31, 2010

MONEYWISE, INC.

RIA
CRD#: 145043
LEXINGTON, KY

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Kentucky
(1/11/2011)

Exams

State Security Law Exam
RR
Series 63
Date: 3/26/1996
Uniform Securities Agent State Law Examination

Current Firm

MI
MONEYWISE, INC.
MONEYWISE, INC.

CRD#: 145043 / SEC#:

Kentucky
Registered Investment Advisory firm - (12/31/2010 Approved)
PREMIUM
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Contact information

Main Address
836 Euclid Avenue #318, Lexington, KY 40502
Mailing Address
Phone number
(859) 266-3207
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts142
AUM (Assets Under Management)$ 35,982,278

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

MONEYWISE, INC.

CRD#: 145043Lexington, KY 40502

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