Best Investors Account Sign in
Inactive

Angela Marie Thomson

Coastal Financial Planning, Inc.

Lincoln, RI

CRD 3028775

Claim This Profile
Employer firm

Coastal Financial Planning, Inc. CRD 117649

$37.0M regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Coastal Financial Planning, Inc.

640 George Washington Highway Suite 103; Building B, Lincoln, RI 02865-3935 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APP_PEND_IARCE 2026-01-01
MA RA APPROVED 2016-06-10
  • RI RA
    APP_PEND_IARCE
    Since 2026-01-01
  • MA RA
    APPROVED
    Since 2016-06-10

Branch Locations

640 George Washington Highway Suite 103; Building B, Lincoln, RI 02865-3935 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Coastal Financial Planning, Inc. Lincoln RI 03/1997 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-02-26
  • S65 Uniform Investment Adviser Law Examination
    1998-02-26
Designations
  • Certified Financial Planner
Other Names
  • Angela Thomson

View on SEC IAPD

Nearby Firms

SOWA FINANCIAL GROUP
COMMONWEALTH FINANCIAL NETWORK
FOUNDATIONS INVESTMENT ADVISORS LLC

Nearby Investors

DONALD JOSEPH SOWA
NATHAN LEE BEAUVAIS
STEVEN JAMES BEAUVAIS

Nearby Offices

SOWA FINANCIAL GROUP · LINCOLN, RI
COMMONWEALTH FINANCIAL NETWORK · LINCOLN, RI
FOUNDATIONS INVESTMENT ADVISORS LLC · Lincoln, RI

More in Lincoln, RI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor