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Donna Collins

Raymond James Financial Services Advisors, INC
29 Years of Experience
Durham, NC
1 DisclosureBroker
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Donna Collins is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Durham, NC, with 29 years of industry experience. Donna is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3805 University Dr. Unit C, Durham, NC, 27705

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2004
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Donna is the owner of Bear Creek Partners LLC (agriculture/farming), Collins Financial Advisors LLC (financial services), Collins Investment Properties LLC (rental real estate), Little d Enterprises LLC (rental real estate), and Little d Farms (agriculture/farming). She spends about half her time on Collins Financial Advisors LLC and dba Collins Financial Advisors, and minimal time on the other businesses.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
June 2022 - Present · 4 yrs 4 mos
Raymond James Financial Services Advisors, INC
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Edward Jones
June 2009 - June 2022 · 13 yrs
Edward JonesBroker
May 2009 - June 2022 · 13 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2004 - June 2009 · 5 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2004 - June 2009 · 5 yrs 2 mos
Wachovia Securities, LLC
July 2002 - May 2004 · 1 yr 10 mos
Wachovia Securities, LLCBroker
October 1999 - May 2004 · 4 yrs 7 mos
First Union Capital Markets CORP.Broker
August 1997 - October 1999 · 2 yrs 2 mos
State Registrations17 states
CODCFLGAILINKYMDMEMIMONCNJNYSCTXVA
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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