Lauren Costello (CRD# 2252846) is an Investment Advisor Representative working at Edward Jones in Gilbert, AZ and has over 17 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | Tempe, AZ | Sep 2018 - Current | 5 |
| Jp Morgan Chase Bank | Tempe, AZ | Dec 2017 - Sep 2018 | < 1 |
| Jp Morgan Securities LLC | Tempe, AZ | Dec 2017 - Sep 2018 | < 1 |
| Investment Centers Of America | Scottsdale, AZ | Oct 2017 - Nov 2017 | < 1 |
| Unemployed | Mesa, AZ | Feb 2017 - Oct 2017 | < 1 |
| Ef Legacy Securities, LLC | Tempe, AZ | Apr 2016 - Feb 2017 | < 1 |
| Edelman Financial Services LLC | Tempe, AZ | Jan 2015 - Feb 2017 | 2 |
| Sanders Morris Harris LLC | Tempe, AZ | Jan 2015 - Apr 2016 | 1 |
| Charles Schwab & Company, Inc. | Phoenix, AZ | Oct 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2007 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
| S63 | Uniform Securities State Law Examination | Dec 2014 |
- AZ
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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