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Charles Joseph Costa

PROFESSIONAL PLANNING ADVISORS, LLC·ROSWELL, Georgia
Clean recordPROFESSIONAL PLANNING ADVISORS, LLC
500 COLONIAL CENTER PARKWAY, ROSWELL, GA 30076CRD# 1084949Firm CRD# 126471

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Joseph Costa · ROSWELL, GA
Registration
CRD #1084949 · PROFESSIONAL PLANNING ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Joseph Costa is a registered financial advisor based in ROSWELL, Georgia, affiliated with PROFESSIONAL PLANNING ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PROFESSIONAL PLANNING ADVISORS, LLC
PROFESSIONAL PLANNING ADVISORS,LLC
AUM
$146M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PROFESSIONAL PLANNING ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1084949
Firm CRD# 126471
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Joseph Costa offer?
Charles Joseph Costa specializes in Financial Planning, Investment Management. Contact their office in ROSWELL, Georgia for a consultation.
What are Charles Joseph Costa's credentials?
Charles Joseph Costa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Joseph Costa located?
Charles Joseph Costa is based in ROSWELL, Georgia, working with PROFESSIONAL PLANNING ADVISORS, LLC. Their office serves clients in the ROSWELL metropolitan area and surrounding communities.
How does Charles Joseph Costa charge for services?
Charles Joseph Costa's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROFESSIONAL PLANNING ADVISORS, LLC?
PROFESSIONAL PLANNING ADVISORS, LLC has approximately 4 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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