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Funds Used With Clients

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Firm Client types



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Employer Years Dates
Stephens Inc 5 years, 6 months Sep 2012 - Present
Morgan Stanley Smith Barney 3 years, 3 months Jun 2009 - Sep 2012
Citigroup Global Markets Inc. 11 years, 4 months May 2001 - Sep 2012
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R Mark Castle?
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Designations & Memberships

  • Certified Financial Planner
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
  • disclosures
  • as of date
    Jan 18, 2016
  • license status
  • disclosures
  • as of date
    Dec 28, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


Stephens Inc.

Last updated on Sept. 28, 2017
    • $10.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 25K
    • $409.8K
      Estimated Average Account Balance


Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
  • Performance-Based Fees
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