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Deborah Castellani

Advisor at Akros Investments, Inc.

Updated today

Location

Lufkin, TX

Credentials

CFA®

Industry experience

23 years

Client services

Based on Akros Investments, Inc.

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Consultant to businesses, investment companies, high net worth indiv, and financial planners regarding investment issues.

Expertise

Based on Akros Investments, Inc.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting

Occupation focus

Based on Akros Investments, Inc.

Founder/Business Owner Executive Self-Employed Attorney Financial Professional

Demographic focus

Based on Akros Investments, Inc.

Women Professionals

Fee options

Percentage

$250,000 - $1,000,000: 1.00% annually (discretionary accounts) $1,000,001 - $7,000,000: 0.70% annually (discretionary accounts) $7,000,001+: 0.40% annually (discretionary accounts) $250,000 - $1,000,000: 1.15% annually (non-discretionary accounts) $1,000,001 - $7,000,000: 0.80% annually (non-discretionary accounts) $7,000,001+: 0.45% annually (non-discretionary accounts)

Project-based

Hourly rates from $250 to $500 depending on nature of work and assignment length for Business/Institutional Services and Consulting.

Subscriptions

Retainer or consulting fees may be negotiated on a project or retainer basis for various consulting and education services.

Other

Account minimum: $250,000 Minimum fee: Minimum monthly fee of $400 for discretionary accounts; minimum monthly fee of $475 for non-discretionary accounts. Minimum fees may be negotiable. Fee-only: Business/Institutional Services and Consulting fees charged hourly from $250 to $500 per hour; may also be charged on project, retainer, or consulting basis as negotiated.

Location

Lufkin, TX

Most active in

Texas

Work history

Consulting

2000 - Present (26 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Claudia V

Series 65

Lufkin, TX

11 Financial

Claudia Valladares is a financial advisor at 11 Financial in Lufkin, TX, holding a Series 65 designation with seven years of industry experience. She has worked at 11 Financial since 2018 and was previously with Envoy Advisory Inc. and Commercial Bank of Texas. 11 Financial provides portfolio management, financial planning, and education services primarily to individual and high-net-worth clients, as well as corporate clients. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to tailor strategies to client goals and risk tolerance.

Options & derivatives strategies Annuities Doctor or Medical Professional Values-based investing
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Taylor K

CFP®, Series 66

Lufkin, TX

11 Financial

Taylor Kovar is a CFP® with 12 years of industry experience, currently serving as an advisor at 11 Financial since 2015. He previously worked at Envoy Advisory Inc. from 2022 to 2024. Outside of advising, Kovar is involved in several business ventures including real estate development, digital marketing, outdoors apparel, frozen treats, and coffee shops. He also serves as an adjunct professor at Stephen F. Austin State University during select spring semesters. 11 Financial provides portfolio management, financial planning, and education services primarily to individual and high-net-worth clients, as well as corporate clients. The firm combines fundamental and technical analysis with modern portfolio theory, offering tailored investment strategies that include both long-term allocations and more active trading approaches.

Options & derivatives strategies Annuities Doctor or Medical Professional Values-based investing
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Joseph C

Series 63, Series 65

Lufkin, TX

11 Financial

Joseph Ceasar is a financial advisor with 15 years of industry experience, currently serving at 11 Financial as part of a six-advisor team. He holds Series 63 and Series 65 licenses and has previously worked at Kovar Wealth Management, Semita Asset Management, and Investors of the Kingdom LLC. Ceasar is also the president of the board of directors for the Legacy Institute for Financial Education, a nonprofit organization. 11 Financial provides portfolio management, financial planning, and education services primarily to individual and high-net-worth clients, as well as corporate clients. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory, offering tailored investment strategies that include both long-term allocations and active trading approaches.

Options & derivatives strategies Annuities Doctor or Medical Professional Values-based investing
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Ashlyn R

Series 63, Series 65

Lufkin, TX

Commonwealth Financial Network

Ashlyn Reece is a financial advisor at Commonwealth Financial Network with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James & Associates and The Advanced Financial Group. Outside of advisory work, she is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Alexis P

Series 66

Diboll, TX

Sanctuary Advisors, LLC

Alexis Pigg is a financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill. Alexis serves as President of the Junior League of Lufkin, overseeing the organization's board and community service projects. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes an integrated affiliate structure with multiple affiliated entities and strategic partnerships.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Roy A

Series 63, Series 65

Diboll, TX

Sanctuary Advisors, LLC

Roy Alvis, Jr. Jr. is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include extensive tenures at Merrill and Bank of America. He serves as the administrator for the estate of his mother-in-law, Betty Sexton Brown. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, trusts, and retirement plans. The firm offers customized investment programs through various account structures and supports a broad network of independent advisors and affiliated broker-dealers.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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