David R. Doyle
Professional summary
David Reid Doyle SR is a registered financial advisor currently at COASTAL CAPITAL MANAGEMENT, LLC located in Wilmington, North Carolina.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. David has worked at 4 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Reid Doyle SR's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 9, 2014 - Present
COASTAL CAPITAL MANAGEMENT, LLC
February 12, 2009 - March 27, 2014
WELLS FARGO CLEARING SERVICES, LLC
February 12, 2009 - March 27, 2014
WELLS FARGO CLEARING SERVICES, LLC
January 17, 2003 - February 17, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 15, 2002 - February 17, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 2, 1992 - June 14, 1994
PFS INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/9/2014)
Exams
Current Firm
COASTAL CAPITAL MANAGEMENT, LLC
CRD#: 170383 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 22 |
| AUM (Assets Under Management) | $ 2,970,034 |
Red Flags
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