Skip MassengillCRD Number: 1005189
Current Firm: Coastal Investment Advisors
Skip Massengill (CRD# 1005189) is an Investment Advisor Representative working at Coastal Investment Advisors in Philadelphia, PA and has over 36 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Coastal Investment Advisors||Wilmington, DE||Jun 2017 - Current||< 1|
|Coastal Equities, Inc.||Wilmington, DE||Jun 2017 - Current||< 1|
|Robert W. Baird & Company||Blue Bell, PA||May 2009 - Apr 2017||7|
|Unemployed||Haverford, PA||Mar 2009 - Apr 2009||< 1|
|Commerce Capital Markets, Inc.||Philadelphia, PA||Sep 2001 - Mar 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1981|
|S66||NASAA Uniform Combined State Law Examination||Dec 2003|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
- Judgments / Liens
Total Assets Under Management282MILLIONS
Total Number of Accounts2,245ACCOUNTS
Average Account Value$125,734
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV
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