Paul Costadina is a registered investment advisor at LPL Financial LLC, based in Forked River, NJ, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Forked River, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is involved with Two River Mortgage, providing mortgage/real estate services, dedicating about a quarter of his time. He also operates Costadina Financial as a DBA for his LPL business, dedicating nearly full-time hours to this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
Sterne Agee Financial Services, INC.Broker
Wrp Investments, INC.Broker
Main Street Management CompanyBroker
C. J. M. Planning CORP.Broker
State Registrations16 states
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