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Credentials
Series 63, Series 66
Experience Industry experience
20 years
Location
Atmore, AL 36502-1724
Edward Jones
Institution
Keith Castleberry is a financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2012 and holds Series 63 and Series 66 licenses. Outside of his advisory role, Castleberry has served as a past president of the Atmore Rotary Club and holds an inactive real estate broker license in Alabama. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Atmore, AL
100 N Trammell St
Atmore AL 36502-1724
Advisors at this office
1
Alabama · Texas
20 years of industry experience
Edward Jones
2012 - Present • 14 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 63, Series 66
Atmore, AL
MissionSquare Retirement
Alcira Christina is a financial advisor at MissionSquare Retirement with 23 years of industry experience. She holds Series 65, Series 63, and Series 66 licenses. Prior to joining MissionSquare in 2023, she worked at TD Ameritrade, Cetera Investment Services, Regions Bank, and Lincoln Investment, and spent time as a caregiver for elderly family members. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.
Series 63, Series 65
Atmore, AL
Raymond James Financial
Kelly Daniels is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. Prior to joining Raymond James in 2019, Daniels worked for Edward Jones for 20 years. He also owns Daniels Financial LLC, a financial advisory support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers non-discretionary planning tailored to client goals, utilizing advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.
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