GC
CFP
GC
CFP

Geoffrey Collins

27 Years of Experience
Wilmington, NC
1 DisclosureBroker

Geoffrey Collins is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Wilmington, NC, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

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

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Location

1979 Eastwood Road, Suite 104, Wilmington, NC, 28403

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History

Regulatory History (1)
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Customer Dispute
March 2024
Settled
Other Business Activities

Geoffrey has a 10% ownership in J.R. Murchison & Partners, LLC, dedicating a few hours per week to this investment-related activity. He also holds power of attorney for his mother, spending minimal time on this investment-related task.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
March 2022 - Present · 4 yrs 2 mos
Wells Fargo Advisors
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2004 - March 2022 · 17 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
December 2004 - March 2022 · 17 yrs 3 mos
Advantage Capital Corporation
April 2003 - December 2004 · 1 yr 8 mos
Fsc Securities Corporation
April 2003 - August 2004 · 1 yr 4 mos
Advantage Capital CorporationBroker
January 2002 - December 2004 · 2 yrs 11 mos
Fsc Securities CorporationBroker
November 1999 - August 2004 · 4 yrs 9 mos
Legend Equities CorporationBroker
December 1998 - September 1999 · 9 mos
Dean Witter Reynolds INC.Broker
May 1998 - October 1998 · 5 mos
State Registrations33 states
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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.