Coastal Income And Capital Preservation Strategies, LLC
Coastal Income And Capital Preservation Strategies, LLC (CRD# 161660) is a financial advisory firm headquartered in Savannah, GA. They manage $6,600,000 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts9ACCOUNTS
Average Account Value$733,333
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
John Neff (CRD# 1440680) is an Investment Advisor Representative working at Coastal Income And Capital Preservation Strategies, LLC in Savannah, GA and has over 31 years of experience in the finance industry. John Neff 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.