Collin Habig is a CFP-designated registered investment advisor, based in Sarasota, FL, with 7 years of industry experience.
Location
2601 Cattlemen Rd, Ste 501, Sarasota, FL, 34232
Get directionsHistory
Regulatory History
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
Collin works as a financial advisor with Summit Financial dba LPF Advisors, dedicating full-time hours to wealth management services. He also sells traditional/fixed insurance through Fixed Insurance and PKSF, spending minimal time on these activities.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Summit Financial, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Lpf Advisors, LLC
Securities America, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations11 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.