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Kevin William Costello

Archer Investment Corp.

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About Kevin William Costello

Kevin Costello is an Investment Advisor Representative at Archer Investment Corp. Kevin is registered with the state of Illinois and has been in the industry since June 2010. Kevin has passed the Series 65 exam and has experience in providing portfolio management for individuals, businesses, and investment companies. Kevin is also the sole proprietor of Kevin Costello, CPA, a business that provides accounting and bookkeeping services.

Firm Information

Kevin Costello is currently registered with Archer Investment Corp.. Archer Investment Corp. is an investment advisor based in Carmel, IN. The firm manages assets for individuals, investment companies, pension plans, and other clients. Archer Investment Corp. provides portfolio management services, as well as pension consulting. They have over 80 investment advisor representatives and manage approximately $749 million in assets.
Archer Investment Corp.

11711 N. COLLEGE AVE

CARMEL, IN 46032

$749.21M

Assets Under Management

Not reported

Total Clients

75

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin Costello’s Registration & Firm History

IN

06/28/2010 - Present

Archer Investment Corp. (CARMEL IN)

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Licenses & Designations

IA

Issued 06/25/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin William Costello.
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