Kelley Collingwood
Kelley Collingwood is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Altus, OK, with 23 years of industry experience. Kelley is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2511 N Main Street, Altus, OK, 73521
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Regulatory History (1)
Customer Dispute
April 2012Other Business Activities
Kelley can earn compensation from referrals through the True Champion Referral Program at Midfirst. Kelley is also a U.S. Army Reserve Officer and a board member of the JH Lee Scholarship, providing oversight for funds and participating in scholarship application reviews.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Cetera Investment Services LLC
Franklin/templeton Distributors, INC.Broker
First Command Financial Planning, INC.
First Command Bank
First Command Financial Planning, INC.Broker
State Registrations6 states
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
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