Skip Massengill

Skip Massengill is a financial professional currently associated with Realta Wealth (formerly known as CoastalOne).12 He serves as an Advisor, Financial Educator, and Founder of TracDiem at Realta Investment Advisors, Inc. (previously Coastal Investment Advisors).23

Professional Background

Skip Massengill has a long history in the financial services industry:

• Currently registered with Realta Equities, Inc. (formerly Coastal Equities) and Realta Investment Advisors, Inc. since June 9, 2017.34
• Previously worked at Robert W. Baird & Co. Incorporated from May 2009 to April 2017.34
• Prior to that, he was associated with TD Wealth Management Services Inc. from December 2003 to April 2009.34

Qualifications and Registrations

• Holds a General Securities Representative license (Series 7).4
• Passed the Securities Industry Essentials Examination (SIE) in October 2018.4
• Holds the Uniform Combined State Law Examination (Series 66) and Uniform Securities Agent State Law Examination (Series 63) licenses.4
• Currently registered in 5 U.S. states/territories: California, Florida, New Jersey, North Carolina, and Pennsylvania.34

Additional Information

Skip Massengill is based in the Philadelphia, Pennsylvania area.1 He has over 2,000 followers on LinkedIn.1 In September 2021, he shared information about a book release titled "Elevate and Dominate: 21 Ways to Win On and Off the Field," which he may have been involved with or found noteworthy.5

It's worth noting that while the query mentions Coastal Investment Advisors, recent information indicates that the firm has rebranded to Realta Wealth, which includes Realta Equities, Inc. and Realta Investment Advisors, Inc.23