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Detailed Report
JUSTIN MATTHEW FOLLMER
CRD#: 5195300
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Investment Adviser
COASTAL WEALTH ADVISORS, LLCCRD#: 174574 3464 MAYBANK HIGHWAY
UNIT E
JOHNS ISLAND, SC 29455
Registration History
20062008201020122014201620182020202220242026IACOASTAL WEALTH ADVISORS, LLC (CRD# 174574)2015 - Present (10 years)IALOWCOUNTRY INVESTMENT ADVISORS... (CRD# 129521)2013 - 2015 (1 year)IAPFS PARTNERS, LLC (CRD# 147872)2013 - 2013 (<1 year)IALPL FINANCIAL LLC (CRD# 6413)2010 - 2013 (3 years)IAMARYLAND FINANCIAL GROUP, INC. (CRD# 122320)2009 - 2011 (1 year)IAAXA ADVISORS, LLC (CRD# 6627)2006 - 2007 (<1 year)
License(s)

State Registrations

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Florida 8/26/2021
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Pennsylvania 5/22/2015
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New Jersey 5/22/2015
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South Carolina 2/11/2015
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New York 8/14/2024
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Texas 7/9/2021
Current Registration(s)
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COASTAL WEALTH ADVISORS, LLC (CRD#:174574)
3464 MAYBANK HIGHWAY UNIT E, JOHNS ISLAND, SC 29455
Registered with this firm since 2/11/2015
Previous Registration(s)
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 12/04/2013 - 03/03/2015 LOWCOUNTRY INVESTMENT ADVISORS, INC. (CRD#:129521) SUMMERVILLE, SC
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 05/01/2013 - 11/26/2013 PFS PARTNERS, LLC (CRD#:147872) JOHNS ISLAND, SC
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 04/19/2010 - 04/30/2013 LPL FINANCIAL LLC (CRD#:6413) JOHNS ISLAND, SC
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 10/12/2009 - 01/25/2011 MARYLAND FINANCIAL GROUP, INC. (CRD#:122320) MT. PLEASANT, SC
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 10/30/2006 - 01/08/2007 AXA ADVISORS, LLC (CRD#:6627) BALA CYNWYD, PA
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.