Paul
Costa

Corecap Advisors

CRD#1243664
Investment Advisor
in Saginaw, MI

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About this Advisor

Paul Costa is a financial advisor operating in Saginaw, Michigan with a total of 8 years of industry experience. Costa works at Corecap Advisors. Over the course of their career, Costa has held roles at Cetera Advisors LLC, Ohio National Financial Services and The O. N. Equity Sales Company. Costa maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to serve investors in Michigan and Ohio. Corecap Advisors is an advisory company headquartered in Southfield, MI. The company has offices in 40 locations and a total of 121 employees. It has $2 billion in assets between its 7,757 accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 7,757 client accounts, just 3% belong to high-net-worth investors who have at least $1 million in investable assets. The company provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees depend on which services the firm provides the client. Fee types charged by Corecap Advisors most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2205 Trautner Drive Suite 202
Saginaw, MI 48604

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Corecap Advisors Brokerage Details

Total Assets Under Management

$1,957,268,517

MI Average: $943,424,332
Total Number of Employees

121

MI Average: 21
Total Number of Accounts

7,757

MI Average: 1,586
Average Account Size

$252,323

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Paul Costa Work History

Paul has been registered as a financial advisor for 8 years.*

2013 - 2013 (< 1 year)

Cetera Advisors LLC

2013 - 2015 (2 years)

Ohio National Financial Services

2013 - 2015 (2 years)

The O. N. Equity Sales Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Paul Costa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Corecap Advisors

Paul Costa
Saginaw, MI
Daniel Cronin
Southfield, MI
Daniel Laginess
Southfield, MI
David Howard
Southfield, MI
Daniel Simon
Southfield, MI
Tyler Schall
Draper, UT
Alison Slezak
Glen Mills, PA
Peter Casciotta
Southfield, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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