Bryan Costin (CRD# 4494532) is an Investment Advisor Representative working at Journey Wealth Management in Cleveland, OH and has over 21 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.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
Company Name | Location | Dates | Years |
---|---|---|---|
Journey Wealth Management | Cleveland, OH | Aug 2022 - Current | 1 |
Beacon Financial Advisory LLC | Beachwood, OH | Aug 2015 - Aug 2022 | 7 |
Lincoln Investment | North Ridgeville, OH | Jun 2012 - Aug 2022 | 10 |
Beacon Financial Planners | Beachwood, OH | Mar 2008 - Aug 2022 | 14 |
Costin & Company, Cpa | North Ridgeville, OH | Nov 2001 - Aug 2022 | 20 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2002 |
- OH
-
Total Assets Under Management593MILLIONS
-
Total Number of Accounts1,274ACCOUNTS
-
Average Account Value$465,497
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, IL, NC, NY, OH, TX
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