William Collins
William Collins is a registered investment advisor at LPL Financial LLC, based in Birmingham, MI, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Birmingham, MI
Get directionsHistory
Regulatory History (4)
Customer Dispute
January 2024Customer Dispute
April 2020Customer Dispute
May 2017Customer Dispute
March 2016Other Business Activities
William works as a financial advisor for Horizon Advisors, a financial services firm. This takes up a full-time commitment, including during trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations5 states
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.