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Christopher Collins

15 Years of Experience
Sarasota, FL
Broker

Christopher Collins is a registered investment advisor at Assetmark, INC., based in Sarasota, FL, with 15 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 410,747 clients with $77B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
197 advisors
IM Fee
Planning only
Assets Under Management
$77.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Sarasota, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Christopher works full-time as a sales consultant for AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This employment began in November 2021.

Employment History
Current Registrations
Assetmark Brokerage, LLC
November 2021 - Present · 4 yrs 8 mos
Assetmark Brokerage, LLCBroker
November 2021 - Present · 4 yrs 8 mos
Assetmark, INC.
November 2021 - Present · 4 yrs 8 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
November 2020 - November 2021 · 1 yr
J.P. Morgan Securities LLC
November 2020 - November 2021 · 1 yr
LPL Financial LLCBroker
August 2019 - November 2020 · 1 yr 3 mos
Iht Wealth Management LLC
June 2018 - November 2020 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2010 - June 2018 · 7 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2010 - June 2018 · 8 yrs 2 mos
State Registrations5 states
DCFLNCVAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Christopher Collins - Financial Advisor | TrueAdvisor