Eric Costello, financial advisor Aptos CA
36 score

Eric Costello

CRD Number: 3185252
Current Firm: Raymond James Financial Services Advisors, Inc.

Eric Costello (CRD# 3185252) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Aptos, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Costello Wealth Strategies Aptos, CA Jun 2013 - Current 3
Raymond James Financial Services Advisors Inc. Aptos, CA Jun 2013 - Current 3
Raymond James Financial Services, Inc. Aptos, CA May 2013 - Current 3
Alerico Aptos, CA Nov 2007 - Current 9
N/a Watsonville, CA Sep 2007 - Current 9
Edward D. Jones & Company, LP Santa Cruz, CA Feb 1999 - May 2013 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1999
S65 NASAA Investment Advisors Law Examination Jan 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Judgments / Liens
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Eric J. Costello
Phone Number: 727-567-5877
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
36

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