Preston
Walchli
Coastal Investment Advisors
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About this Advisor
Preston Walchli is a financial advisor who works out of Wilmington, Delaware. Walchli is an employee of Coastal Investment Advisors. The advisor has gained experience at Morgan Stanley, Wekopa Golf Club, Davis Joint Unified School District, Premier Realty Associates, Wildhorse Golf Club, Robinhood Financial, LLC, Robinhood Markets, Inc, Coastal Equities, Inc, Coastal Investment Advisors, Inc, Wealth Strategies Advisory Group and N/A. Walchli holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona. Coastal Investment Advisors is an advisory business headquartered in Wilmington, DE. The investment advisory business has offices in 57 locations and a total of 77 people on staff. It manages $781 million in assets under management across its 3,760 customer accounts, making it one of the bigger firms in the nation by assets under management. The firm advises three charities and foundations. Of its 3,760 customer accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Coastal Investment Advisors has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Financial management fee schedules depend on which services the firm provides the client. Fee types charged by Coastal Investment Advisors likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Coastal Investment Advisors Brokerage Details
$780,734,272
77
3,760
$207,642
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Preston Walchli Work History
Preston has been registered as a financial advisor for 0 years.*
Coastal Equities, Inc
Coastal Investment Advisors, Inc
Wealth Strategies Advisory Group
Robinhood Markets, Inc
N/A
Robinhood Financial, LLC
Morgan Stanley
Wekopa Golf Club
Davis Joint Unified School District
Premier Realty Associates
Wildhorse Golf Club
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Preston Walchli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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