Paul Costa, financial advisor Saginaw MI
93 score

Paul Costa

CRD Number: 1243664
Current Firm: Corecap Advisors

Paul Costa (CRD# 1243664) is an Investment Advisor Representative working at Corecap Advisors in Saginaw, MI and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
The O. N. Equity Sales Company Cincinnati, OH May 2013 - Jul 2015 2
Ohio National Financial Services Cincinnati, OH Jan 2013 - Jul 2015 2
Cetera Advisors LLC Denver, CO Jan 2013 - May 2013 < 1
Multi-financial Securities Corporation Denver, CO Aug 2006 - Dec 2012 6
Bay Business Services Traverse City, MI Jul 2006 - Dec 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Paul M. Costa
Phone Number: 888-296-3360
Registered State(s):
  • MI
  • OH
By the Numbers
  • Total Assets Under Management
    400
    MILLIONS
  • Total Number of Accounts
    1,600
    ACCOUNTS
  • Average Account Value
    $250,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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