Kirk Collins
Kirk Collins is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Hicksville, OH, with 18 years of industry experience. Kirk is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
164 E High St, Hicksville, OH, 43526
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2004Other Business ActivitiesSells Insurance
Kirk is an insurance agent selling long-term care insurance since 2017, but spends no time on it currently. He also owns a commercial building since 2016, dedicating minimal time to it, and operates Collins and Guilford Wealth Advisors, LLC, dedicating more than full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Center for Wealth Planning Advisors, INC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations12 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.