JC
CFP
JC
CFP

Justin Coffin

10 Years of Experience
Mount Pleasant, SC
BrokerSells Insurance

Justin Coffin is a CFP-designated registered investment advisor, based in Mount Pleasant, SC, with 10 years of industry experience.

Location

111 Coleman Blvd, Suite 402, Mount Pleasant, SC, 29464

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Justin works as a wealth manager for Apollon Wealth Management, dedicating nearly full-time hours to this role. He also sells fixed and traditional insurance through PKS Financial and Fixed Insurance, spending minimal time on these activities. Additionally, Justin is the treasurer and a board member for Maine Coast Waldorf, a school, spending a few hours per week.

Employment History
Current Registrations
Apollon Wealth Management, LLC
August 2021 - Present · 5 yrs 1 mo
Purshe Kaplan Sterling InvestmentsBroker
August 2021 - Present · 5 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
April 2016 - September 2021 · 5 yrs 5 mos
UBS Financial Services INC.Broker
February 2016 - September 2021 · 5 yrs 7 mos
State Registrations2 states
MENJ
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Justin Coffin - Financial Advisor | TrueAdvisor