About

STRIVING TO SERVE CLIENTS WITH INTEGRITY, HONESTY & LOYALTY

Helping others succeed on their financial journey

STRIVING TO SERVE CLIENTS WITH INTEGRITY, HONESTY AND LOYALTY

Helping others succeed on their financial journey

SERVING CLIENTS WITH INTEGRITY, HONESTY AND LOYALTY

Helping others succeed on their financial journey

Lawrence R. Mickle III (L.R.)

Founder/Wealth Advisor

Lawrence R. Mickle III (L.R.) is the Founder/Wealth Advisor at Coastal Capital Investment Services, LLC. He is committed to providing open, clear and consistent communication to all clientele.

 

With more than 12 years experience in the financial services industry, L.R. has an extensive background working with larger firms and is dedicated to offering a true independent platform with sophisticated wealth management services.

 

He is committed to continuous financial education and holds the following licenses and certifications:

 

  • SIE – Securities Industry Essentials
  • Series 6 – Investment Company Products/Variable Contracts Representative Examination
  • Series 7 – General Securities Representative Examination
  • Series 63 – Uniform Securities Agent State Law Examination
  • Series 65 – Uniform Investment Adviser Law Examination
  • Insurance licensed for VA, life, disability, and long-term care

 

Pawleys Island, South Carolina, is home to L.R. and his wife Lindy, daughter Reaves and of course Penny, a Chocolate Lab. When not at work or spending time with family, he enjoys fishing and golfing. 

Ready to schedule an appointment to discuss your financial future?

Fill out the form, or call me to set up a meeting at 843.360.7612

Ready to schedule an appointment to discuss your financial future?

Fill out the form, or call to set up a meeting at 843.360.7612

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