Shaun
Eck
Coastal Investment Advisors
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About this Advisor
Shaun Eck is a financial advisor operating out of Wilmington, Delaware with a total of 1 year of industry experience. Eck is currently employed by Coastal Investment Advisors. Their career trajectory has included roles at Fifth Third Securities, Lpl Financial LLC, American Airlines Credit Union, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Kestra Investment Services, LLC, Kestra Private Wealth Services, LLC, Coastal Equities, Inc and Coastal Investment Advisors, Inc. Eck maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Illinois and Texas. Coastal Investment Advisors is an advisory business that has its headquarters in Wilmington, DE. It has offices in 57 locations and a total of 77 advisors. It handles $781 million in assets among its 3,760 customer accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm serves three charitable organizations. Of its 3,760 accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets. The advisory firm performs a number of services, such as 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 advisory fee schedules vary depending on which service is offered. However, fees charged by Coastal Investment Advisors can 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
Shaun Eck Work History
Shaun has been registered as a financial advisor for 1 years.*
Coastal Equities, Inc
Coastal Investment Advisors, Inc
Kestra Investment Services, LLC
Kestra Private Wealth Services, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
American Airlines Credit Union
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Fifth Third Securities
Lpl Financial LLC
*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 Shaun Eck 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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