Bryan CostinCRD Number: 4494532
Current Firm: Capital Analysts
Bryan Costin (CRD# 4494532) is an Investment Advisor Representative working at Capital Analysts in North Ridgeville, OH and has over 14 years of experience in the finance industry. Bryan Costin 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.
Strategic Wealth Partners, Ltd.
Michael Brady & Company, LLC
|Beacon Financial Advisory LLC||Beachwood, OH||Aug 2015 - Current||1|
|Lincoln Investment||North Ridgeville, OH||Jun 2012 - Current||4|
|Beacon Financial Planners||Beachwood, OH||Mar 2008 - Current||8|
|Costin & Company, Cpa||North Ridgeville, OH||Nov 2001 - Current||15|
|Capital Analysts Incorporated||Cincinnati, OH||Apr 2010 - May 2012||2|
|Sanders Morris Harris Inc.||Houston, TX||Mar 2007 - May 2010||3|
|Cleveland Financial||Beachwood, OH||Feb 2003 - Feb 2008||5|
|Lincoln Financial Advisors||Beachwood, OH||Jan 2002 - Mar 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2002|
Total Assets Under Management3,420MILLIONS
Total Number of Accounts13,416ACCOUNTS
Average Account Value$254,952
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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