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Paladin Research Report For:

Alister K Chick

Pine & Coast Wealth Advisors LLC

AAMS®CRPC®
624 Village Rd
Suite 2
Shallotte, NC 28470
910-721-5392
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General Information

Firm Start Year
  • 0
CRD#
  • 6464355
States Licensed in
  • NC, SC, VA, MD, FL, GA, NY, WI, AZ, NJ
Years of Experience in Financial Services
  • 11
Number of Years with Current Firm
  • 1
Work with the following types of clients
  • Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
  • Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, 401K Rollovers

Compliance

Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • AAMS®, CRPC®
Securities Licenses
  • Series 7, Series 66
Insurance and Annuity Licenses
  • Variable Life, Disability, Annuity, Life, Variable Annuity, Long Term Care

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $500,000
Compensation Methods
  • Based on Assets, Flat Fee, Commissions
Additional Details on Charges
  • Fee percentage is based on level of complexity and managment style. Flat fee is for planning only sevices when we do not manage underlying investments.

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893958/paladinregistry-Pine-&-Coast-Wealth-Advisors-LLC-detailed-disclosure.html