Ricardo Costa, financial advisor Lincoln University PA
88 score

Ricardo Costa

CRD Number: 5464970
Current Firm: Lpl Financial LLC

Ricardo Costa (CRD# 5464970) is an Investment Advisor Representative working at Lpl Financial LLC in Lincoln University, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Willow Grove, PA Sep 2013 - Current 3
Brandywine Financial Management West Grove, PA May 2013 - Sep 2013 < 1
Ymca Of The Brandywine Valley Coatesville, PA Mar 2011 - Sep 2013 2
Brandywine Financial Management West Grove, PA Jan 2013 - Apr 2013 < 1
Brandywine Financial Management West Grove, PA Jan 2012 - Apr 2012 < 1
Brandywine Financial Management West Grove, PA Jan 2011 - Apr 2011 < 1
Homemaker Coatesville, PA May 2010 - Dec 2010 < 1
Brandywine Financial Management West Grove, PA Jan 2010 - Apr 2010 < 1
Homemaker Coatesville, PA Nov 2009 - Dec 2009 < 1
National Personal Training Institute Philadelphia, PA Jun 2009 - Oct 2009 < 1
Brandywine Financial Management West Grove, PA Jun 2007 - May 2009 1
Bank Of America Newark, DE Oct 2006 - May 2007 < 1
Unemployed West Grove, PA Jul 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Ricardo S. Costa
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
88
Clean Record
This advisor has a clean track record with regulators.

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