Richard Costello, financial advisor Wilmington DE

Richard Costello

CRD Number: 2176671
Current Firm: Securities America Advisors, Inc.

Richard Costello (CRD# 2176671) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Wilmington, DE and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Securities America, Inc. Wilmington, DE Sep 2020 - Current 3
Securities America Advisors, Inc. Wilmington, DE Sep 2020 - Current 3
Group Insurance Solutions Wilmington, DE Jul 2002 - Current 21
Wieuken & Associates Exton, PA Feb 1993 - Current 31
Securities Service Network, Inc. Wilmington, DE Mar 2006 - Sep 2020 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1991
S65 NASAA Investment Advisors Law Examination Nov 1994
Contact Info for Richard M. Costello
Phone Number: 402-399-9111
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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