VC
VC

Victoria Collins

11 Years of Experience
Manasquan, NJ
Broker

Victoria Collins is a registered investment advisor at LPL Financial LLC, based in Manasquan, NJ, with 11 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

2424 Route 34, Manasquan, NJ, 08736

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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

Victoria operates her LPL business under the DBA Harbor Lights Financial Group, Inc. This activity is investment-related and takes nearly all of her time.

Employment History
Current Registrations
LPL Financial LLC
July 2024 - Present · 2 yrs
LPL Financial LLC
July 2024 - Present · 2 yrs
LPL Financial LLCBroker
July 2024 - Present · 2 yrs
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2023 - July 2024 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2014 - April 2023 · 8 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2014 - April 2023 · 9 yrs
State Registrations1 state
NJ
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.