Bryan Costin, financial advisor Cleveland OH

Bryan Costin

CRD Number: 4494532
Current Firm: Journey Wealth Management

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.

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Professional Designations
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
Contact Info for Bryan J. Costin
Phone Number: 216-916-8424
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    593
    MILLIONS
  • Total Number of Accounts
    1,274
    ACCOUNTS
  • Average Account Value
    $465,497
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, IL, NC, NY, OH, TX

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