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Mary Collins

41 Years of Experience
La Jolla, CA
1 DisclosureBroker

Mary Collins is a registered investment advisor at Wells Fargo Advisors, based in La Jolla, CA, with 41 years of industry experience. Mary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

888 Prospect St Stes 301 & 320, La Jolla, CA, 92037

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History

Regulatory History (1)
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Criminal
Final Disposition
Other Business Activities

Mary owns rental properties in San Diego and La Jolla, California, with her spouse since 1996. She dedicates minimal time to these non-investment related activities.

Employment History
Current Registrations
Wells Fargo Advisors
April 2010 - Present · 16 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
April 2010 - Present · 16 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
November 1999 - April 2010 · 10 yrs 5 mos
UBS Financial Services INC.Broker
November 1999 - April 2010 · 10 yrs 5 mos
Prudential Securities IncorporatedBroker
March 1997 - November 1999 · 2 yrs 8 mos
Sutro & CO. IncorporatedBroker
October 1990 - March 1997 · 6 yrs 5 mos
Security Pacific Investments, INC.Broker
June 1987 - April 1990 · 2 yrs 10 mos
Security Pacific Investments, INC.Broker
January 1986 - April 1990 · 4 yrs 3 mos
First Certified CorporationBroker
September 1984 - August 1985 · 11 mos
Financial Network Investment CorporationBroker
July 1984 - November 1984 · 4 mos
Bateman Eichler, Hill Richards, IncorporatedBroker
January 1984 - March 1984 · 2 mos
State Registrations18 states
CACOCTDCFLGAHIIDILMANYORPARITXUTVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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