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Featured Business Financial Advisor in Newport Beach, CA
Newport Beach Financial Advisors
F500 Advisory Services
3300 Irvine Ave, Suite 320
Newport Beach, CA 92660
“Leading the Charge in Wealth Management”
Advisor Profile
John Kostic
Name:  John Kostic

About F500 Advisory Services

Locally Grown Fortunes Begin Here

ABOUT US

Founded in 1984, F500 Advisory is a stable, secure, and long-term
presence in the U.S. investment advisory world. With over 100 years
of collective experience on our advisory and fund management teams,
we provide prudent investment planning and personalized customer
service to each and every client. The proof of our performance lies
in the long-term relationships we have continually maintained.

OUR APPROACH

We recognize that portfolios do not grow on their own. Proper asset
allocation and sound investment selections are critical for
conserving value and maximizing growth. In addition, portfolios
need to be monitored and occasionally adjusted, in order to
maximize performance and manage risk. F500 Advisory Services does
all of this and more for you to ensure consistent and stable
results.
 

General Information

Gender:    Male
CRD#:    2062399
Insurance License#:    0F82751
Name of Broker/Dealer:    Finance 500
Name of Custodial Firm:    TD Ameritrade
States Licensed in:    CA, AZ, TX, DE, PA, NJ, GA,
States Willing to do Business in:    Aliso Viejo,Anaheim,Brea,Capistrano Beach,Costa Mesa,Dana Point,Foothill Ranch,Fountain Valley,Fullerton,Huntington Beach,Irvine,Ladera Ranch,Laguna Beach,Laguna Hills,Laguna Niguel,Lake Forest,Lakewood,Long Beach,Los Alamitos,Mission Viejo,Newport Beach,Newport Coast,Orange,Rancho Santa Margarita,San Clemente,San Juan Capistrano,Santa Ana,Seal Beach,Sunset Beach,Surfside,Trabuco Canyon,Tustin,Villa Park,Westminster,Whittier,Yorba Linda,All Orange County
Years of Experience in Financial Services:    25
Number of Years with Current Firm:    10
I work with the following types of clients:    Businesses, Individual Investors
 

Services

Investment Types:    Annuities, Insurance, Commodities, Stocks, Mutual Funds, FOREX & Currency, Exchange Traded Funds (ETFs), Alternative Investments, Options & Futures, Bonds, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 7, Series 65, Series 3
Insurance and Annuity Licenses:    Life, HMO, Life Settlement Broker, Long Term Care, Annuity, Disability, Health
Financial Organization Memberships:    Financial Planning Association (FPA), National Association of Insurance and Financial Advisors (NAIFA)
 

Firm Information

Firm's Number of Clients:    95
Firm's Number of Planning Clients:    30
Firm's Number of Managed Clients:    45
Assets Managed by Firm:    $500,000,000
Advisor's Number of Clients:    85
Advisor's Number of Managed Clients:    45
Advisor's Number of Planning Clients:    30
Assets Managed by Advisor:    $15,000,000
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Commissions, Based on Assets
Fee % Based on Assets:    1-3%
 
 
 
Prepared By: John Kostic

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