Kathryn Costas, financial advisor Westlake Village CA
90 score

Kathryn Costas

CRD Number: 5607321
Current Firm: Fmb Wealth Management

Kathryn Costas (CRD# 5607321) is an Investment Advisor Representative working at Fmb Wealth Management in Westlake Village, CA and has over 4 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Fmb Retirement Services Westlake Village, CA Nov 2015 - Current 2
Fmb Wealth Management Westlake Village, CA Nov 2015 - Current 2
Bank Of America, N.a. Encino, CA May 2013 - Nov 2015 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Encino, CA Dec 2012 - Nov 2015 2
Fmb Wealth Management Westlake Village, CA Oct 2008 - Dec 2012 4
Jit Consulting Oak Park, CA Apr 2007 - Oct 2008 1
Sports N' More West Hills, CA Aug 2005 - Apr 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Kathryn Costas
Phone Number: 805-446-4494
Firm Website: http://www.fmbwealth.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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

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