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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Brett Fellows (CRD# 4955706) is an Investment Advisor Representative working at Oak Capital Advisors, LLC in Charleston, SC and has over 18 years of experience in the finance industry. Brett Fellows has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Coastal Wealth Advisors, LLC is a South Carolina Registered Investment Advisor with an office in beautiful Johns Island – just a few minutes outside of historic downtown Charleston. But just because we’re located here, doesn’t mean you have to be. We work with clients in a dozen different states through a combination of face-to-face and web-based consultations. We’ll even happily come to you. Or better yet, come to us and then hit the beach. It’ll be a vacation for you and your finances.
Before I go too further, let me introduce myself. Hi there! I’m Justin Follmer, founder of Coastal Wealth Advisors....
Joey Foxhall (CRD# 6008182) is an Investment Advisor Representative working at Ground Swell Capital, LLC in Folly Beach, SC and has over 11 years of experience in the finance industry.
Eugene Freedman (CRD# 860752) is an Investment Advisor Representative working at Lpl Financial LLC in Charleston, SC and has over 32 years of experience in the finance industry.
Michael Fusco (CRD# 3135391) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Myrtle Beach, SC and has over 4 years of experience in the finance industry.
Garry Gammon (CRD# 2123588) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Beaufort, SC and has over 13 years of experience in the finance industry.
John Geilfuss (CRD# 6062527) is an Investment Advisor Representative working at Mariner Wealth in Charleston, SC and has over 10 years of experience in the finance industry. John Geilfuss has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gary Gerald (CRD# 1858283) is an Investment Advisor Representative working at The Marin Group Inc. in Charleston, SC and has over 31 years of experience in the finance industry.
Lynn Anne Gillen (CRD# 4371383) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Charleston, SC and has over 22 years of experience in the finance industry. Lynn Anne Gillen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Glennon (CRD# 1782991) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Charleston, SC and has over 27 years of experience in the finance industry.