Ashley Costello, financial advisor Mayfield Heights OH
88 score

Ashley Costello

CRD Number: 6269723
Current Firm: Nca Financial Planners

Ashley Costello (CRD# 6269723) is an Investment Advisor Representative working at Nca Financial Planners in Mayfield Heights, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Associates, Inc. Cleveland, OH Jun 2014 - Current 2
Financial Planners Of Cleveland Dba Nca Financial Planners Cleveland, OH Nov 2013 - Current 3
Bank Of America Beachwood, OH Apr 2009 - Oct 2013 4
Honda Of Mentor Mentor, OH Jun 2006 - May 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Ashley C. Costello
Phone Number: 440-473-1115
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    803
    MILLIONS
  • Total Number of Accounts
    2,647
    ACCOUNTS
  • Average Account Value
    $303,205
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, MA, ME, MI, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TX

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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