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CoastalOne Completes Transition of Nine Advisors from North Texas Representing Over $500 Million in Client Assets

/PRNewswire/ CoastalOne, an exclusive wealth management firm for independent advisors, today announced the successful transition of nine financial advisors. ....

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CoastalOne Appoints Wealth Management Industry Leader Kevin Keefe as Chief Executive Officer

CoastalOne Appoints Wealth Management Industry Leader Kevin Keefe as Chief Executive Officer
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CoastalOne First in Overall Revenue Growth According to Financial Planning Magazine's Independent Broker-Dealer Rankings

/PRNewswire/ CoastalOne, an independent broker-dealer (Coastal Equities, Inc.) and Registered Investment Advisor (Coastal Investment Advisors, Inc.) hybrid. ....

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