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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Nationwide Planning Associates 8 years Sep 2008 - Present
Npa Asset Management 8 years Sep 2008 - Present
Royal Alliance Associates, Inc. 4 years, 2 months Jul 2004 - Sep 2008
United Planners Financial Services of America 3 years, 7 months Dec 2000 - Jul 2004
John Costa- Self Employed 22 years, 3 months Jul 1994 - Present
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John Scott Costa?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    2
  • as of date
    May 21, 2013
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    Mar 9, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Nationwide Planning Associates Inc.

Last updated on Nov. 8, 2004
    • $8.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 7
      Accounts
    • $1.1M
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets