Alexandre Costa (CRD# 5563601) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Gap, PA and has over 15 years of experience in the finance industry.
CRD# 6237585
Edward Jones
CRD# 2629855
Investment Management & Planning LLC
CRD# 5732138
Great Valley Advisor Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bare Financial Services, Inc. Dba Bare Wealth Advisors | Gap, PA | Oct 2023 - Current | < 1 |
| Securities America, Inc. Dba Bare Wealth Advisors | Gap, PA | Oct 2020 - Current | 3 |
| Securities America Advisors, Inc. Dba Bare Wealth Advisors | Gap, PA | Oct 2020 - Current | 3 |
| Vanguard Advisors, Inc. | Malvern, PA | Jan 2015 - Oct 2020 | 5 |
| Vanguard Marketing Corporation | Malvern, PA | Jul 2008 - Oct 2020 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2008 |
| S65 | NASAA Investment Advisors Law Examination | May 2014 |
- PA
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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