Joseph A. Marshall
Professional summary
Joseph Allen Marshall, who also goes by Joseph Marshall, is a registered financial advisor currently at COASTAL CAPITAL ADVISORS located in Santa Barbara, California.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Joseph has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Allen Marshall's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 10, 2020 - Present
COASTAL CAPITAL ADVISORS
Office #1: 424 Olive St, Santa Barbara, CA 93101State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/10/2020)
(1/28/2022)
(8/26/2024)
Current Firm
COASTAL CAPITAL ADVISORS
CRD#: 307224 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 332 |
| AUM (Assets Under Management) | $ 42,700,819 |
Red Flags
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Company Information
COASTAL CAPITAL ADVISORS
CRD#: 307224Santa Barbara, CA 93101TRUST BUT VERIFY
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