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Frank C

Series 66

Lantana, FL

Equitable Advisors

Frank Costa is a financial advisor with Equitable Advisors, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2000. Outside of his advisory role, Costa is involved in insurance sales targeting real estate professionals and manages a tax account sales program through Realty Benefit Services. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a model that emphasizes partnerships with LPL-sponsored platforms and multiple endorsed third-party managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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