Latest Breaking News On - Prnewswire coastalone - Page 1 : comparemela.com

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.

United statesKevin keefeRick goodwinMichael duganJoseph kuoChuck lanzaThomas schultzPrnewswire coastaloneTodd gottelCoastal investment advisors incIntegrity capital advisoryCoastal equities incTitan securitiesChief executive officerLone star wealth advisorsWealth strategies

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

CoastalOne Appoints Wealth Management Industry Leader Kevin Keefe as Chief Executive Officer
prnewswire.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from prnewswire.com Daily Mail and Mail on Sunday newspapers.

United statesKevinm keefeMichael duganBryan hanksPrnewswire coastaloneCoastal investment advisors incAdvisor groupProduct development fidelity investmentsCoastal equities incVeteran senior executiveExperience across ceteraImplement forward growth strategyFinancial advisorChief executiveOrange street holdingsCape cod

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.

United statesDale brownEmilio primusChester braceySusanne syracusePrnewswire coastaloneDebra karratRyan martin hayesCharlie sobelRosemarie leongDshawn rhodesCharles reilingInvestment advisor coastal advisors incFinancial services instituteTechnology operationsCoastal equities inc