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Margaret Collins

26 Years of Experience
Selmer, TN
1 DisclosureBroker

Margaret Collins is a registered investment advisor at LPL Financial LLC, based in Selmer, TN, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

110 South Y Square, Selmer, TN, 38375

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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
August 2022
Denied
Other Business Activities

Margaret provides bookkeeping and tax preparation services, primarily for family members, dedicating minimal time to this activity. She also operates under the DBA Joanie Collins Financial Services for her LPL business.

Employment History
Current Registrations
LPL Financial LLC
March 2009 - Present · 17 yrs 2 mos
LPL Financial LLCBroker
March 2009 - Present · 17 yrs 2 mos
Previous Registrations
Edward Jones
February 2007 - March 2009 · 2 yrs 1 mo
Edward JonesBroker
October 1999 - March 2009 · 9 yrs 5 mos
State Registrations4 states
INMSTNTX
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.
Margaret Collins - Financial Advisor | TrueAdvisor