Christine CostelloCRD Number: 6068257
Current Firm: Schwab Private Client Investment Advisory, Inc.
Christine Costello (CRD# 6068257) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 5 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, LLC
|Schwab Private Client Invest Adv||Phoenix, AZ||Jun 2014 - Current||3|
|Charles Schwab & Company,inc||Phoenix, AZ||May 2012 - Current||5|
|Heartland Farm Partners||Lincoln, NE||Aug 2011 - Jul 2012||< 1|
|University Of Nebraska||Lincoln, NE||Aug 2011 - Dec 2011||< 1|
|University Of Nebraska||Lincoln, NE||May 2006 - Dec 2011||5|
|University Of Nebraska||Lincoln, NE||Aug 2010 - May 2011||< 1|
|Civilian Marksmanship Program||Anniston, AL||May 2008 - Aug 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2012|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management74,447MILLIONS
Total Number of Accounts158,678ACCOUNTS
Average Account Value$469,169
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY