Coastal Financial Planning, Inc.
Coastal Financial Planning, Inc. (CRD# 117649) is a financial advisory firm headquartered in Lincoln, RI. They manage $26,600,000 in 88 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management27MILLION
Total Number of Accounts88ACCOUNTS
Average Account Value$302,273
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Angela Thomson (CRD# 3028775) is an Investment Advisor Representative working at Coastal Financial Planning, Inc. in Lincoln, RI and has over 20 years of experience in the finance industry. Angela Thomson 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.