WC
WC

William Collins

21 Years of Experience
Collierville, TN
Broker

William Collins is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Collierville, TN, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

305 Poplar View Pkwy, Collierville, TN, 38017

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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

William operates under the DBA Trustmark Financial Services. This activity is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
September 2025 - Present · 10 mos
Raymond James Financial Services Advisors, INC
September 2025 - Present · 10 mos
Previous Registrations
LPL Financial LLCBroker
August 2013 - September 2025 · 12 yrs 1 mo
LPL Financial LLC
August 2013 - September 2025 · 12 yrs 1 mo
LPL Financial LLC
July 2011 - March 2013 · 1 yr 8 mos
LPL Financial LLCBroker
July 2011 - March 2013 · 1 yr 8 mos
Uvest Financial Services Group, INC.
June 2006 - July 2011 · 5 yrs 1 mo
Uvest Financial Services Group, INC.Broker
February 2006 - July 2011 · 5 yrs 5 mos
Trustmark Securities, INC.Broker
April 2005 - February 2006 · 10 mos
American Express Financial Advisors INC.Broker
June 2004 - March 2005 · 9 mos
Ids Life Insurance CompanyBroker
June 2004 - March 2005 · 9 mos
State Registrations13 states
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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.