William Castro
About William Castro
William Castro serves as the Regional Vice President at Primerica, where he has worked since 2018. He holds a degree in Accounting and Finance from Universidad Católica del Táchira and possesses multiple state securities licenses.
Work at Primerica
William Castro has served as Regional Vice President at Primerica since 2018. In this role, he oversees various operations and contributes to the company's mission of providing financial education and services. His responsibilities include managing a team of investment advisers and ensuring compliance with industry regulations. Castro's leadership has been instrumental in promoting financial literacy among clients and enhancing the overall performance of his region.
Education and Expertise
William Castro studied at Universidad Católica del Táchira, where he focused on Contabilidad y finanzas. He completed his studies in 2015, earning the title of Contador Publico. This educational background provides him with a solid foundation in accounting and finance, which he applies in his current role in the financial services sector. His expertise is further complemented by multiple state securities licenses, including Series 6, Series 63, Series 65, and Series 26.
Background
William Castro is based in Duluth, Georgia, where he actively contributes to the financial services sector. His career has been marked by a commitment to financial education, particularly in his capacity as an investment adviser representative. Castro's background in accounting and finance supports his efforts to guide clients in making informed financial decisions.
Achievements
Throughout his career, William Castro has achieved multiple state securities licenses, which demonstrate his proficiency in the financial services industry. His role as Regional Vice President at Primerica highlights his leadership capabilities and dedication to financial education. Castro's involvement in promoting financial literacy has positively impacted clients and the community.