Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Costa has been providing financial services for over 40 years. Charles is a registered investment advisor in Georgia and Texas and holds Series 7, 24, 63, and 65 licenses. Charles is also a Certified Financial Planner™. Charles is currently associated with Concurrent Investment Advisors, LLC, where he has been since September 2023. Charles has previously worked with Raymond James Financial Services, Inc., Cetera Advisor Networks LLC, Girard Securities, Inc., PPA Investments, Inc. and WZW Financial Services, Inc. Charles is experienced in portfolio management for individuals and businesses, financial planning and selection of other advisors. Charles specializes in working with high-net-worth individuals, corporations and other businesses, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
02/02/2024 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
GA
06/03/2020 - 10/03/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Alpharetta GA)
GA
11/01/2017 - 06/05/2020
CETERA ADVISOR NETWORKS LLC (ALPHARETTA GA)
GA
06/14/2013 - 11/01/2017
GIRARD SECURITIES, INC. (ALPHARETTA GA)
GA
05/08/1985 - 06/28/2013
PPA INVESTMENTS, INC. (ROSWELL GA)
NA
12/21/1982 - 06/04/1985
WZW FINANCIAL SERVICES, INC.
IA
Issued 11/29/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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