Kathryn CostasCRD 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.
Fried Asset Management, Inc.
Greyfox Investors LLC
|Fmb Retirement Services||Westlake Village, CA||Nov 2015 - Current||1|
|Fmb Wealth Management||Westlake Village, CA||Nov 2015 - Current||1|
|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|
Total Assets Under Management147MILLIONS
Total Number of Accounts98ACCOUNTS
Average Account Value$1,499,843
- A percentage of assets under your management
- 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)
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