Distance Metro area (25 miles)
- 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
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....
Ian McDade (CRD# 2734530) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kiawah Island, SC and has over 20 years of experience in the finance industry.
Edward Guidry (CRD# 6115213) is an Investment Advisor Representative working at Kingsview Asset Management in Charleston, SC.
Originally from New Orleans, Louisiana, Eddie Guidry began learning the discipline and organization that would become the foundation of his investing philosophy when he joined the Army at the age of 17. Eddie proudly served as an engineer before he was honorably discharged after 8 years of service. After his time in the army he then went back to school to study finance at NVCC.
After graduation Eddie spent eight years in banking working as a wholesale mortgage advisor...
Victoria Capital Management, Inc. is a privately-owned registered investment advisor offering a traditional approach to investment management. We create customized investment programs for individuals with the goal of building long-term successful relationships. We work closely with other professionals to ensure our clients’ specific needs are achieved. Our 60+ years of past experience managing equities and fixed income securities for mutual funds, institutional investors, banks and individuals provides us with the knowledge and background necessary to provide a unique perspective on the management...
Joseph Baker (CRD# 2837061) is an Investment Advisor Representative working at Alcus Financial Group, LLC in Mount Pleasant, SC and has over 20 years of experience in the finance industry. Joseph Baker 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.