William Collins
William Collins is a registered investment advisor at LPL Financial LLC, based in Birmingham, MI, with 29 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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.
Exams
More Advisors
- Robert Mcmahon, CFPLPL Financial LLC
- Michael Tituskin, PFSNorthpoint Financial
- Jason Close, CFA, CFPMotive Wealth Advisors, LLC
- John Stein, CFAArax Advisory Partners
- George Sukkar, CFPPrivate Advisor Group, LLC
- Isaiah Bleiler, CFPInnovia Wealth, LLC