JN
Joshua B. Null
GULF COAST FINANCIAL ADVISORS LLC
Fairhope, AL 36532
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CRD#: 6446690
JN
Professional summary
Joshua Boyd Null is a registered financial advisor currently at GULF COAST FINANCIAL ADVISORS LLC located in Fairhope, Alabama.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Joshua has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.
1) COASTING IN RETIREMENT WITH JOSH NULL; INVESTMENT-RELATED; 561 FAIRHOPE AVE, SUITE 202B, FAIRHOPE, AL 36532; CREATOR AND HOST; IT IS TIED TO GCFA, INCLUDING PRE-RECORDED COMMERCIALS AND MULTIPLE MENTIONS THROUGHOUT THE SHOW. DURING EACH EPISODE, I PRESENT MYSELF AS THE OWNER OF GCFA AND GIVE MY CONTACT SEVERAL TIMES; DURING THE SHOW WE DISCUSS FINANCIAL TOPICS RELEVANT TO THOSE IN OR NEAR RETIREMENT, INCLUDING INVESTMENT MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, STOCKS, BONDS, ETFS AND MUTUAL FUNDS. WE PROVIDE BROAD, GENERAL OPINIONS ABOUT FINANCE AND DO NOT GIVE INDIVIDUAL-SPECIFIC ADVICE OR GUIDANCE. WE NEVER ATTEMPT TO PROMOTE OR SELL ANY REGISTERED SECURITY; NOVEMBER 2022; 4HRS PER WEEK; IS AN EDUCATIONAL PROGRAM DESIGNED TO MARKET THE SERVICES OF GCFA TO PRE-RETIREES AND RETIRES LIVING ALONG THE GULF COAST. THE GOAL IS TO DRIVE LISTENER ENGAGEMENTS, PROSPECT DEVELOPMENT AND ACQUIRE CLIENTS THROUGH THE SHOW. WE HAVE A NEW SPONSOR NAMED PROVIDENCE PARTNERS THAT WILL BE PROVIDING 1/2 ANNUAL. 2) FIXED INSURANCE SALES, NON-INVESTMENT RELATED, 766 MIDDLE ST, FAIRHOPE, AL 36532 AND 920 DAUPHIN ST, MOBILE, AL 36532, PROVIDE FINANCIAL SERVICES, OWNER, START 05/08/19, NUMBER OF HOURS: 10, SECURITIES TRADING HOURS: 5, I PROVIDE FIXED INSURANCE PRODUCTS TO CUSTOMERS AND CLIENTS AS NEEDED.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 12, 2024 - Present
GULF COAST FINANCIAL ADVISORS LLC
Office #1: 561 Fairhope Ave Suite 202b, Fairhope, AL 36532RIA
CRD#: 329092
Fairhope, AL
Past
October 9, 2019 - April 12, 2024
PRIME CAPITAL FINANCIAL
RIA
CRD#: 288712
Orange Beach, AL
Past
October 3, 2019 - October 4, 2019
PRIME CAPITAL FINANCIAL
RIA
CRD#: 288712
Orange Beach, AL
Past
July 9, 2018 - October 9, 2019
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
FAIRHOPE, AL
Past
July 5, 2018 - October 9, 2019
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
FAIRHOPE, AL
Past
May 10, 2018 - July 9, 2018
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
FAIRHOPE, AL
Past
August 14, 2015 - July 9, 2018
NYLIFE SECURITIES LLC
BD
CRD#: 5167
FAIRHOPE, AL
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
Alabama(4/12/2024)
IAR
Texas(4/12/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GC
GULF COAST FINANCIAL ADVISORS LLC
GULF COAST FINANCIAL ADVISORS LLC
CRD#: 329092 / SEC#:
Alabama
Registered Investment Advisory firm - (2/26/2024 Approved)Texas
Registered Investment Advisory firm - (3/13/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
561 Fairhope Ave Suite 202b, Fairhope, AL 36532
Mailing Address
Phone number
(251) 327-2124
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 162 |
| AUM (Assets Under Management) | $ 27,168,325 |
Red Flags
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Company Information
GULF COAST FINANCIAL ADVISORS LLC
CRD#: 329092Fairhope, AL 36532TRUST BUT VERIFY
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