Bryan Costin, financial advisor North Ridgeville OH
96 score

Bryan Costin

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Bryan J. Costin
Phone Number: 800-242-1421
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    3,420
    MILLIONS
  • Total Number of Accounts
    13,416
    ACCOUNTS
  • Average Account Value
    $254,952
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)
Types of Clients
Registered States

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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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