Eric Cox

Background

About Eric Cox

At Coastal Wealth Management, we have the client—and only the client—on top of mind. Our mission is to get to know and understand your needs, wants, and both short and long-term goals. We understand the challenges individuals, families and businesses face today. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All our energy, commitment, and efforts are focused on you, the client, and your satisfaction. Advisory Services offered through Headland Capital, LLC dba Coastal Wealth Management (“Coastal Wealth”), an Investment Adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply SEC endorsement or indicate any specific level of skill or ability. This profile is for informational purposes only and should not be construed as a recommendation. Information on this social media site alone cannot and should not be used to make investment decisions. Investors should carefully consider objectives, risks, charges, and expenses before investing. Past performance does not guarantee future results. Content here is not a substitute for individualized tax advice. Please consult a qualified tax advisor regarding your specific situation. Advisory services are offered only where Coastal Wealth and its representatives are properly licensed or exempt. No advice may be rendered without a client service agreement. Third-party posts have not been reviewed or approved by Coastal Wealth or its principals for accuracy or completeness and may not reflect the views of Coastal Wealth or its advisers. Some may be reviews or testimonials; Coastal Wealth does not compensate for them, and they may not reflect the experience of other clients. Coastal Wealth is not responsible for third-party content. Coastal Wealth and third parties acting on its behalf reserve the right, as permitted by law, to process, retain, and monitor all electronic communications (including personally identifiable information). By sending direct messages or posting comments, you consent to such processing, retention, and monitoring. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness.