AC
CFP · ChFC
AC
CFP · ChFC

Alexander Collins

23 Years of Experience
Bellevue, WA
BrokerSells Insurance

Alexander Collins is a CFP, ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Bellevue, WA, with 23 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.

Loading...

Location

Skyline Tower 10900 N.E. 4th Street, Bellevue, WA, 98004

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Alexander brokers outside insurance plans, dedicating minimal time to this activity, and writes for Ohio National as an additional carrier. He is also involved in several other activities including Quantified Financial Partners LLC, article writing, ebook writing, podcasting, and volunteering for a political campaign.

Employment History
Current Registrations
Park Avenue Securities LLC
June 2014 - Present · 11 yrs 11 mos
Park Avenue Securities LLC
June 2014 - Present · 11 yrs 11 mos
Park Avenue Securities LLCBroker
June 2014 - Present · 11 yrs 11 mos
Previous Registrations
Hornor, Townsend & Kent, INC.
September 2002 - May 2014 · 11 yrs 8 mos
Hornor, Townsend & Kent, INC.Broker
April 2002 - May 2014 · 12 yrs 1 mo
State Registrations19 states
ARAZCACODCDEFLIDINMIMTNCNJNYOKORTXWAWY
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.
Alexander Collins - Financial Advisor | TrueAdvisor