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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- 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
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Emily Adams (CRD# 5935833) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Johns Island, SC and has over 10 years of experience in the finance industry.
Natalie Bodker (CRD# 6404301) is an Investment Advisor Representative working at Edward Jones in Johns Island, SC and has over 6 years of experience in the finance industry.
Shawn Brunner (CRD# 5442641) is an Investment Advisor Representative working at Coastal Wealth Advisors, LLC in Johns Island, SC and has 1 year of experience in the finance industry. Shawn Brunner 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.
Joseph Cook (CRD# 2180755) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Johns Island, SC and has over 32 years of experience in the finance industry. Joseph Cook 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.
Scott Engell (CRD# 1432022) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Johns Island, SC and has over 24 years of experience in the finance industry.
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....
Henry Hauhn (CRD# 5714611) is an Investment Advisor Representative working at Edward Jones in Johns Island, SC and has over 14 years of experience in the finance industry.
Michael Laubinger (CRD# 4664016) is an Investment Advisor Representative working at Victoria Capital Management, Inc. in Charleston, SC and has over 14 years of experience in the finance industry.
Prior to joining Victoria Capital Management, he spent 9 years with Charles Schwab & Co. as VP Financial Consultant serving high net worth families in Charlotte, North Carolina. His career began in Boston in 2003 as a financial advisor where he focused on financial planning and wealth management. He also holds his Series 7, 24 and 66 license.
Shelby Meyer (CRD# 1946799) is an Investment Advisor Representative working at Edelman Financial Engines in Johns Island, SC and has over 35 years of experience in the finance industry.
Patrick Sheppard (CRD# 1779929) is an Investment Advisor Representative working at Atlantic Retirement & Wealth Advisors LLC in Johns Island, SC and has over 14 years of experience in the finance industry.