Lake Forest, CA Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

3

Of 6,461 advisors across 2,959 offices

Location

1 Orchard Road, Suite 130

Lake Forest CA 92630

Advisors at this office

3

Advisors at this office

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Mark M

Series 63, Series 65

Lake Forest, CA

Raymond James Financial

Mark Monin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has served on the board of the El Toro Water District since 2015 and is an alternate board member for OCCOG. His prior experience includes a role at California Baptist University. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary advice and supports clients through various advisory programs and institutional consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Ronald C

Series 63, Series 65

Lake Forest, CA

Raymond James Financial

Ronald Castleton is a financial advisor with Raymond James Financial in Lake Forest, CA, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Raymond James Financial since 2009 and with Raymond James Financial Services since 2003. Outside of his advisory work, he is co-owner of Stanton & Castleton, Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary consulting using various analytical tools and supports its clients through advisory programs and institutional consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Robert S

Series 63, Series 65

Lake Forest, CA

Raymond James Financial

Robert Stanton is a financial advisor with Raymond James Financial in Lake Forest, CA, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has worked with Raymond James Financial Services since 2003 and operates Stanton & Castleton, Inc., an independent branch. Outside of his advisory work, he is the owner of Portfolio Design - PSDS Design Inc., a business focused on developing and distributing a financial tool. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning supported by risk profiling and analytical modeling, with a notable municipal advisor affiliation and a range of advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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