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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Coastal Income And Capital Preservation Strategies, LLC
Showing 1 - 1 of 1 top financial advisors.
John S. Neff
CRD#: 1440680
1111 Bull St., Savannah, GA 31401

John Neff (CRD# 1440680) is an Investment Advisor Representative working at Coastal Income And Capital Preservation Strategies, LLC in Savannah, GA and has over 30 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.

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