CastleRock Financial Advisors

Finance · Oklahoma, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

1107 W Main St, Collinsville, Oklahoma, ...

Phone Number

(918) 371-6565

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About CastleRock Financial Advisors

After many years of being affiliated with a national brokerage, Stacy Brown opened the doors of CastleRock Financial in April 2011, with the goal to provide clients with more personalized investment strategies, solutions and service. CastleRock Financial Advisors was founded with the specific intent to provide a select group of individuals and families with an expanded array of strategies and tools, a broadened range of fundamental & technical securities analysis, and an increased menu of financial tools. We present our clients with the knowledge and advice needed to make sound investment decisions with a higher level of predictability as it relates to process and service. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPCExplore more
CastleRock Financial Advisors's Social MediaPopular SearchesCastleRock Financial Advisors LLCCastleRock FinancialCastleRock Financial AdvisorsCastlerock Financial Group Inccastlerockfinancialadvisors.comSIC Code 62,628NAICS Code 52,523Show more

CastleRock Financial Advisors Org Chart

PhoneEmail
SM
United States flag for contact location.

Regional VP

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is CastleRock Financial Advisors your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to CastleRock Financial Advisors

Compare insights from companies similar to CastleRock Financial Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CastleRock Financial Advi...

<$5M
1-10
Private
-
2002
<$5M
11-50
Private
<$5M
2003
CC
Caroline ColquhounAdministrative Assistant
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2010
JC
Joe CuturiloPresident & Co-Founder & Manager, Wealth
<$5M
1-10
Private
-
2005
BA
Blair ApplegateFiduciary Investment Advisor
<$5M
1-10
Private
-
2013
LL
Lexi LarkinAdministrative Assistant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

CastleRock Financial Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CastleRock Financial Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CastleRock Financial Advisors.

CastleRock Financial Advisors Tech Stack

A closer look at the technologies used by CastleRock Financial Advisors

Top Finance Companies

Frequently Asked Questions Regarding CastleRock Financial Advisors

What is CastleRock Financial Advisors's official website?
CastleRock Financial Advisors's official website is www.castlerockfinancialadvisors.com
What is CastleRock Financial Advisors's Revenue?
CastleRock Financial Advisors's revenue is <$5 Million
What is CastleRock Financial Advisors's SIC code?
CastleRock Financial Advisors's SIC: 62,628
What is CastleRock Financial Advisors's NAICS code?
CastleRock Financial Advisors's NAICS: 52,523
How many employees does CastleRock Financial Advisors have?
CastleRock Financial Advisors has 1-10 employees
What industry does CastleRock Financial Advisors belong to?
CastleRock Financial Advisors is in the industry of: Finance, Securities Trading
What is CastleRock Financial Advisors competition?
CastleRock Financial Advisors top competitors include: JEM Wealth Management, Family Wealth Management, Pacific Coast Wealth Management, Metro Financial Group
What technology does CastleRock Financial Advisors use?
Some of the popular technologies that CastleRock Financial Advisors uses are: GoDaddy DNS, DigiCert, Amazon Web Hosting, Broadridge Advisor Solutions
How do I contact CastleRock Financial Advisors?
CastleRock Financial Advisors contact info: Phone number: (918) 371-6565 Website: www.castlerockfinancialadvisors.com
What does CastleRock Financial Advisors do?

After many years of being affiliated with a national brokerage, Stacy Brown opened the doors of CastleRock Financial in April 2011, with the goal to provide clients with more personalized investment strategies, solutions and service. CastleRock Financial Advisors was founded with the specific intent to provide a select group of individuals and fami... lies with an expanded array of strategies and tools, a broadened range of fundamental & technical securities analysis, and an increased menu of financial tools. We present our clients with the knowledge and advice needed to make sound investment decisions with a higher level of predictability as it relates to process and service. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPCRead More

What are CastleRock Financial Advisors social media links?
CastleRock Financial Advisors Linkedin page CastleRock Financial Advisors Twitter page CastleRock Financial Advisors Facebook page
Is CastleRock Financial Advisors a public company?
CastleRock Financial Advisors is private company therefore does not currently have an official ticker symbol
See more information about CastleRock Financial Advisors

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.