AC
AC

Ancil Collett

24 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,242 clients
Average Client Portfolio
$516K average
Assets Under Management
$641.4M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

Hendrickson Building - Suite 207, P.O. Box 1728, Harlan, KY, 40831

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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 Activities

Ancil is a self-employed, full-time certified public accountant. He also serves as a volunteer director for Highland Cemetery, Inc. and as treasurer for First Baptist Church, dedicating minimal time and a few hours per week, respectively.

Employment History
Current Registrations
Alexander Investment Services CO.
August 2017 - Present · 8 yrs 6 mos
Alexander Investment Services CO.
February 2006 - Present · 20 yrs
Alexander Investment Services CO.Broker
February 2006 - Present · 20 yrs
Previous Registrations
Raymond James Financial Services, INC.Broker
March 2003 - January 2006 · 2 yrs 10 mos
Unified Financial Securities, INC.Broker
February 2001 - April 2003 · 2 yrs 2 mos
State Registrations5 states
FLGAINKYTN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.