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ChFC
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ChFC

Mary Collins

Perennial Financial Services
28 Years of Experience
Fresno, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Mary Collins is a ChFC-designated registered investment advisor at Perennial Financial Services, based in Fresno, CA, with 28 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, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 3,229 clients with $2.5B in assets under management.

Perennial Financial Services
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
3,229 clients
Average Client Portfolio
$774K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee will not exceed 2.00%. Fees are negotiable and billed quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

5260 N Palm Avenue, Suite 221, Fresno, CA, 93704

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mary operates Ford Financial Group as a DBA for her LPL business and provides investment advisory services through Ford Financial Group, LLC and Perennial Investment Advisors, LLC. She also has a real estate rental business and spends minimal time on non-variable insurance through LTCi Partners.

Employment History
Current Registrations
Perennial Financial Services
January 2023 - Present · 3 yrs 9 mos
LPL Financial LLC
August 2002 - Present · 24 yrs 2 mos
LPL Financial LLCBroker
August 2002 - Present · 24 yrs 2 mos
Previous Registrations
Ford Financial Group
January 2017 - May 2023 · 6 yrs 4 mos
LPL Financial LLC
October 2012 - April 2017 · 4 yrs 6 mos
Sentra Securities CorporationBroker
November 1998 - September 2002 · 3 yrs 10 mos
United Pacific Securities, INC.Broker
August 1998 - November 1998 · 3 mos
State Registrations5 states
CAIDMTNVOR
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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