DC
Deborah A. Castellani
AKROS INVESTMENTS
LUFKIN, TX
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CRD#: 4528732
DC
Professional summary
Deborah Ann Castellani is a registered financial advisor currently at AKROS INVESTMENTS, INC. located in Lufkin, Texas.
Deborah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Deborah has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
OTB STRATEGIC CONSULTING, INC., FINANCIAL AND NON-FINANCIAL CONSULTING, PRESIDENT, 04/2002 TO PRESENT, 140 HOURS A MONTH, 4 HOURS A DAY, RUN BUSINESS AND DO CONSULTING
CRS (Client Relationship Summary) - RIA
Click below to view Deborah Ann Castellani'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®
NoneExperience
Current
June 24, 2002 - Present
AKROS INVESTMENTS, INC.
RIA
CRD#: 120425
LUFKIN, TX
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
Texas(1/29/2010)
Exams
Current Firm
AI
AKROS INVESTMENTS, INC.
ACUITY INVESTMENT CONSULTING | DEBORAH ANN CASTELLANI | DBA AKROS FIDUCIARY MANAGEMENT | AKROS, INC. | AKROS INVESTMENTS, INC. | AKROS FIDUCIARY MANAGEMENT | AKROS
CRD#: 120425 / SEC#:
California
Registered Investment Advisory firm - (3/25/2019 Revoked)Texas
Registered Investment Advisory firm - (1/28/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Lufkin, TX
Mailing Address
Phone number
(619) 933-6117
Established
Firm type
Fiscal year end
# of Employees
2
0
Red Flags
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