Coastal Capital Investment Services, LLC

Coastal Capital Investment Services, LLC is a financial planner in Murrells Inlet, SC. This boutique investment and wealth management firm is dedicated to aligning financial strategies and investment portfolios with the unique goals and dreams of its clients. The firm holds a 5.00 rating.

Led by Founder and Chief Investment Counselor L.R. Mickle, the firm provides a personal approach to wealth management built on extensive industry experience and integrity. The firm offers holistic financial services, including financial and wealth planning, investment management, and portfolio management. L.R. Mickle brings more than 12 years of experience in the financial services industry and maintains various professional credentials, including SIE, Series 6, Series 7, Series 63, and Series 65 licenses, as well as insurance licensing for life, disability, and long-term care. The firm's approach focuses on understanding individual investors to recommend strategies that address both current needs and future objectives.

Coastal Capital Investment Services, LLC is located on Morse Ave in Murrells Inlet.

The firm is recognized for its commitment to serving clients with honesty, loyalty, and clear communication. Through a dedicated focus on customized options and continuous financial education, the firm stands as a professional resource for those seeking to navigate their financial journeys with confidence.

Coastal Capital Investment Services, LLC provides specialized wealth management and investment strategies for the Murrells Inlet community.

Services:

• Financial and Wealth Planning
• Investment Management
• Legacy Planning
• Portfolio Management
• Retirement Income Planning