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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

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

Services

Investment Types

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

Can meet clients in the following ways

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

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

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