J CostelloCRD Number: 1928302
Current Firm: Endurance Wealth Management, Inc.
J Costello (CRD# 1928302) is an Investment Advisor Representative working at Endurance Wealth Management, Inc. in Providence, RI and has over 24 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Balanced Wealth Management, LLC
Financial Independence, LLC
|Endurance Wealth Management, Inc.||Providence, RI||Jun 2009 - Current||8|
|Baldwin Brothers,inc.||Providence, RI||Sep 1997 - Jun 2009||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 1993|
Total Assets Under Management817MILLIONS
Total Number of Accounts770ACCOUNTS
Average Account Value$1,061,609
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
AL, CA, CO, CT, DC, FL, IL, KS, MA, MD, ME, MI, NH, NJ, NY, PA, RI, SC, TN, TX, UT, VA