Charles Costa, financial advisor Alpharetta GA

Charles Costa

CRD Number: 1084949
Current Firm: Concurrent Investment Advisors, LLC

Charles Costa (CRD# 1084949) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Alpharetta, GA and has over 41 years of experience in the finance industry. Charles Costa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Daniel Mesa, financial advisor Alpharetta GA
Daniel Mesa
CRD# 7069825
Beacon Global Advisor Network, LLC
Similar Advisors
Robby Schultz, CFP®, ChFC®, CPWA®, financial advisor Alpharetta GA
Robby Schultz, CFP®, ChFC®, CPWA®
CRD# 5338514
Rollins Financial Advisors, LLC
Similar Advisors
Riley Stephenson, financial advisor Alpharetta GA
Riley A. Stephenson
CRD# 5822473
Rockefeller Capital Management
Professional Designations
Company Name Location Dates Years
Concurrent Investment Advisors LLC Alpharetta, GA Sep 2023 - Current < 1
Lumature Wealth Partners, LLC Alpharetta, GA Jun 2020 - Current 3
Raymond James Financial Services, Inc. Alpharetta, GA Jun 2020 - Sep 2023 3
United Capital Alpharetta, GA Jun 2020 - Sep 2023 3
Cetera Advisor Networks LLC Denver, CO Nov 2017 - Jun 2020 2
United Capital Financial Advisers, LLC Newport Beach, CA Jun 2013 - Jun 2020 7
United Capital Alpharetta, GA Jun 2013 - Jun 2020 7
Girard Securities, Inc. San Diego, CA Jul 2013 - Nov 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1983
S65 NASAA Investment Advisors Law Examination Nov 1995
Contact Info for Charles J. Costa
Phone Number: (813) 575-2652
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    6,046
    MILLIONS
  • Total Number of Accounts
    17,385
    ACCOUNTS
  • Average Account Value
    $347,744
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, CA, CO, DC, FL, GA, HI, IL, IN, KS, KY, LA, MD, MI, MN, NC, NJ, NM, NY, OK, OR, SC, TN, TX, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Charles Costa and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.