BC
BC

Bryan Costilla

9 Years of Experience
Albuquerque, NM
Broker

Bryan Costilla is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Albuquerque, NM, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

5911 Jefferson Street Ne, Suite A, Albuquerque, NM, 87109

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bryan is the Treasurer and a board member for Meals on Wheels Albuquerque, dedicating a few hours per week to attending meetings and serving on the Finance Committee. He also assists The Renaud Investment Group with administrative tasks, requiring minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2019 - Present · 6 yrs 11 mos
Raymond James Financial Services, INC.Broker
February 2018 - Present · 8 yrs 5 mos
Previous Registrations
MML Investors Services, LLCBroker
August 2016 - January 2018 · 1 yr 5 mos
State Registrations12 states
AZCACOFLKYMONENHNMNYSCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Bryan Costilla - Financial Advisor | TrueAdvisor