Nicholas Costas (CRD# 7690762) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has 1 year of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
One Capital Management, LLC | Westlake Village, CA | Apr 2022 - Current | 2 |
Logix Federal Credit Union | Thousand Oaks, CA | Mar 2021 - Mar 2022 | 1 |
Unemployed - Covid Lockdown | Thousand Oaks, CA | Mar 2020 - Feb 2021 | < 1 |
Islands Restaurant | Santa Barbara, CA | Sep 2019 - Feb 2020 | < 1 |
Bestbuy | Golita, CA | Oct 2017 - Aug 2019 | 1 |
Fmb Wealth Management | Westlake Village, CA | Feb 2016 - Sep 2017 | 1 |
Sports Authority | Thousand Oaks, CA | Jun 2015 - Jan 2016 | < 1 |
Full Time Education | Agoura Hills, CA | Apr 2015 - May 2015 | < 1 |
Panda Express | Agoura Hills, CA | Jun 2014 - Mar 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- CA
-
Total Assets Under Management6,207MILLIONS
-
Total Number of Accounts7,533ACCOUNTS
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Average Account Value$824,007
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Other
AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA, VT, WA, WI
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