Castle Wealth Partners
Our mission is to have a positive impact on the families that we serve by delivering exceptional service driven by meaningful relationships focused on our clients financial success. Securities offered through LPL Financial, Member FINRA/SIPC. For links to FINRA/SIPC, refer to the Contact Information section above. Castle Wealth Partners is an other name for Independent Advisor Alliance, a registered investment advisor. Investment advice offered through Independent Advisor Alliance, a registered investment advisor and separate entity from LPL Financial. The financial professionals associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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Verified contacts
6
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
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no listings
Distinct roles
4
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- CB
Chip Bradford
Senior Vice President - Financial Advisor · Finance & Accounting
EmailPhone - CB
Chip Bradford
Senior Vice President - Financial Advisor · Finance & Accounting
EmailPhone - SM
Samantha Maddox
VP, Client Experience · Customer/Client Service
EmailPhone
Showing 3 of 6 verified contacts
Top roles at Castle Wealth Partners
4 distinct titles indexed · top 4 shown.
- 2senior vice president - financial advisor
- 1client services manager
- 1president
- 1vp, client experience
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