Austin Taylor Costello
Investment adviser representative at LPL Financial LLC
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Capital Financial PlannersSep 2026 to now
- LPL Financial LLCApr 2022 to now
- Capital Consulting & Asset ManagementApr 2019 to Apr 2022
- Geneos Wealth ManagementApr 2019 to Mar 2022
- Austin T Costello, LLCJul 2018 to Apr 2019
- Raymond James Financial Services Advisors Inc.Nov 2017 to Mar 2019
- Raymond James Financial Services, IncJun 2017 to Mar 2019
- Wilson & CompanyMay 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 3 states (MD, NE, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6820607
- Firm CRD
- 6413