Justin M. Follmer

COASTAL WEALTH ADVISORS

Johns Island, SC 29455

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CRD#: 5195300

Professional summary

Justin Matthew Follmer, AIF®, CFP® is a registered financial advisor currently at COASTAL WEALTH ADVISORS, LLC located in Johns Island, South Carolina.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Justin has worked at 8 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Insurance License; investment-related; 1606 Fishbone Drive, Johns Island, SC; insurance sales; September 2022; Less than 5 hours per month; 0 during trading hours; Insurance sales BellaBrucke, LLC; NOT investment related; 1606 Fishbone Drive, Johns Island, SC; Real Estate Holding Company; Co-Owner (with my wife); Co-Owner; December 2024; Less than 1 hour per month; 0 during trading hours; Real estate holding

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Matthew Follmer's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

February 11, 2015 - Present

COASTAL WEALTH ADVISORS, LLC

Office #1: 3464 Maybank Highway Unit E, Johns Island, SC 29455

RIA

CRD#: 174574

Johns Island, SC

Past

December 4, 2013 - March 3, 2015

LOWCOUNTRY INVESTMENT ADVISORS, INC.

RIA

CRD#: 129521

SUMMERVILLE, SC

Past

May 1, 2013 - November 26, 2013

PRECISION FINANCIAL SERVICES

RIA

CRD#: 147872

JOHNS ISLAND, SC

Past

April 19, 2010 - April 30, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

JOHNS ISLAND, SC

Past

April 15, 2010 - December 18, 2013

LPL FINANCIAL LLC

CRD#: 6413

JOHNS ISLAND, SC

Past

October 12, 2009 - January 25, 2011

MARYLAND FINANCIAL GROUP, INC.

RIA

CRD#: 122320

MT. PLEASANT, SC

Past

August 10, 2009 - April 20, 2010

FSC SECURITIES CORPORATION

CRD#: 7461

MT. PLEASANT, SC

Past

January 3, 2007 - July 24, 2009

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

CONSHOHOCKEN, PA

Past

October 30, 2006 - January 8, 2007

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BALA CYNWYD, PA

Past

October 6, 2006 - January 8, 2007

EQUITABLE ADVISORS, LLC

CRD#: 6627

BALA CYNWYD, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(8/26/2021)

IAR

New Jersey
(5/22/2015)

IAR

New York
(8/14/2024)

IAR

Pennsylvania
(5/22/2015)

IAR

South Carolina
(2/11/2015)

IAR

Texas
(7/9/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/24/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/26/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/5/2006

General Securities Representative Examination

Current Firm

COASTAL WEALTH ADVISORS, LLC

COASTAL WEALTH ADVISORS | COASTAL WEALTH ADVISORS, LLC

CRD#: 174574 / SEC#:

Florida

Registered Investment Advisory firm - (8/18/2021 Approved)

New Jersey

Registered Investment Advisory firm - (5/22/2015 Approved)

New York

Registered Investment Advisory firm - (8/14/2024 Approved)

Pennsylvania

Registered Investment Advisory firm - (5/22/2015 Approved)

South Carolina

Registered Investment Advisory firm - (2/11/2015 Approved)

Texas

Registered Investment Advisory firm - (7/9/2021 Conditional Restricted)

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Contact information

Main Address

3464 Maybank Highway Unit E, Johns Island, SC 29455

Mailing Address

Phone number

(843) 870-9568

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	282
AUM (Assets Under Management)	$ 79,966,856

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Justin M. Follmer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Matthew Follmer's CRS (Customer Relationship Summary).

Certified licenses

Experience

LOWCOUNTRY INVESTMENT ADVISORS, INC.

PRECISION FINANCIAL SERVICES

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MARYLAND FINANCIAL GROUP, INC.

FSC SECURITIES CORPORATION

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/24/2021

Series 66

Date: 10/26/2006

Series 7

Date: 10/5/2006

Current Firm

COASTAL WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COASTAL WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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