Stephanie
Beach
Coastal Investment Advisors
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About this Advisor
Stephanie Beach is a financial advisor based out of Wilmington, Delaware with a total of 2 years of relevant experience. Beach works at Coastal Investment Advisors. The advisor has gained experience at Infinex Investments, Inc, Wells Fargo Advisors, LLC, Wells Fargo Bank Na, Wells Fargo Advisors LLC, Chesapeake Bank, Coastal Investment Advisors, Inc and Coastal Equities, Inc. Beach maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Delaware, Texas and Virginia. Coastal Investment Advisors is a registered investment firm based out of Wilmington, DE. It has offices in 57 locations and a total of 77 financial advisors. It handles $781 million in assets under management between its 3,760 client accounts, making it one of the bigger firms in the country by assets under management. The firm serves three charitable organizations. Of its 3,760 accounts, just 1% are held by high-net-worth investors who have greater than $1 million in assets. Coastal Investment Advisors performs a diverse array 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. A financial advisor's fees typically are based on the type of financial services offered. Fees charged by Coastal Investment Advisors most likely consist of some combination of 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
Stephanie Beach Work History
Stephanie has been registered as a financial advisor for 2 years.*
Coastal Investment Advisors, Inc
Coastal Equities, Inc
Infinex Investments, Inc
Chesapeake Bank
Wells Fargo Advisors LLC
Infinex Investments, Inc
Wells Fargo Advisors, LLC
Wells Fargo Bank Na
*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 Stephanie Beach to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Coastal Investment Advisors
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Baltimore, MD
Lake Wales, FL
New Rochelle, NY
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