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Advisors / California / Riverside
17yrs

Paul Castro

Financial advisor at LPL Financial

Paul Castro has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Riverside, California. Paul has been with LPL Financial since 2025; before that, Paul spent less than a year at Cetera Investment Advisers and three years at U.S. Bancorp Advisors. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.

One of 219 advisors with offices in Riverside, and one of 206 fiduciaries.

Riverside, CAFiduciary advisor
Call LPL FinancialDirections

At a glance

Experience17 years (since 2010)
How that compares ?More experience than 53% of advisors nationwide
OfficeRiverside, CA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state

Services through LPL Financial

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Feb 2025 – now
    LPL Financial LLCCurrent firm
  2. Sep 2024 – Oct 2024
  3. 2020 – 2024
  4. 2017 – 2020

Questions to ask Paul

Tailored to Paul’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Paul

How do I contact Paul?

Call LPL Financial at (704) 733-3300 and ask for Paul Castro. Paul works from the Riverside, CA office.

How long has Paul been a financial advisor?

Paul has been in the industry since 2010, about 17 years. More experience than 53% of advisors nationwide.

What licenses does Paul hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Paul a fiduciary?

Paul is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Paul paid?

LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Paul for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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