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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Coastal Wealth Advisors, LLC 5 years, 2 months Feb 2015 - Present
Lowcountry Investment Advisors, Inc. 1 year, 3 months Nov 2013 - Feb 2015
PFS Partners, LLC 7 months Apr 2013 - Nov 2013
LPL Financial LLC 3 years, 7 months Apr 2010 - Nov 2013
Coastal Wealth Advisors, LLC 10 years, 5 months Nov 2009 - Present
Maryland Financial Group, Inc. 8 months Aug 2009 - Apr 2010
Fsc Securities Corporation 8 months Aug 2009 - Apr 2010

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Justin Follmer

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Answers

Ask a financial questionAsk a question
Trying to confirm basis for multiple mutual funds purchased over time in a college savings trust?
It is conceivable to calculate the basis if your investment company is unable/unwilling to reprint trade confirmations for you. If you know you made a consistent dollar purchase each month in one particular fund on the same day each month, then you could, theoretically, use Yahoo Finance to researc...  (more)
Answered Jan 2014
I just received a job offer and am wondering if the 401K plan is good or not?
I think you first need to define "good." Good in terms of what metrics? Fees? Investment options? Free advice from the investment professional your company hired? It all depends on where the plan is located, the investment options the trustee of the plan chose on behalf of the employees, among ...  (more)
Answered Jan 2014
Should I roll over my 401k into an IRA? What should I do?
Just throwing this out there since it hasn't been mentioned. You could also roll the Home Depot 401(k) into your new employer's 401(k) IF they allow it. With a balance of $2,000, you'll be subject to mutual fund minimums at most of the low-cost custodians unless you go direct to a mutual fund comp...  (more)
Answered Jan 2014
Im needing to pull out my 401k. Where do I begin?
Most of the gents above are approaching the answer correctly. Any competent advisor would first try to figure out other avenues for the simple reason of avoiding taxes and penalties. A $10,000 withdraw, for example, could cost you an unnecessary $1,000 in IRS levied penalties (I'm assuming you are...  (more)
Answered Jan 2014
How can I withdraw my 401k.
Gabriel,To give you a helpful answer, we'll need additional information. There are two ways to get money from your 401k while you are still employed by the company sponsoring the plan: in-service withdraw or take a loan. Each option has tax considerations to review. A loan will be paid back at a...  (more)
Answered Jan 2014
Contacts for Flordia Tile?
Tommy,From my research, it looks like Florida Tile, Inc. has their 401(k) plan with MassMutual retirement services. You can bypass the company and call MassMutual directly at 1 (800) 743-5274. You'll have to simply tell the representative that answers you are trying to locate your account and giv...  (more)
Answered Jan 2014
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Aug 4, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Aug 6, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Coastal Wealth Advisors, LLC

    Last updated on March 4, 2020
      • $29.8M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 132
        Accounts
      • $225.9K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements