Terms of Use

DISCLOSURE

This site is only intended for clients and interested investors residing in states and countries in which Castleview Wealth Advisors is qualified to conduct investment advisory services.

Castleview Wealth Advisors is a SEC registered investment adviser located in Edmond, Oklahoma. Castleview may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, Castleview’s website is limited to the dissemination of general information pertaining to its investment advisory services.

Please contact Castleview at (405) 705-2906 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Castleview does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Castleview representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.