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Alister K Chick

Pine & Coast Wealth Advisors LLC

624 Village Rd
Suite 2

location-iconShallotte, NC 28470

call-icon910-721-5392

General Information

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

Individual Investors, Non-Profit Organizations, Businesses

Advisory Services Provided

Retirement Planning, Wealth Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Portfolio Management, 401K Rollovers

Services

Investment Types

Stocks, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Bonds, Insurance, Mutual Funds, Employer Sponsored Plans,, Commodities, Options & Futures, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Video Conference, Your Home, Our Office, Phone, Email, Your Office

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 66, Series 7

Insurance and Annuity Licenses

Disability, Life, Variable Annuity, Long Term Care, Variable Life, Annuity

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

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