CB
CB

Collin Reed Brazie

5 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningBusiness Owners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
2,022 clients
Average Client Portfolio
$606K average
Assets Under Management
$1.2B

Fee Structure

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Location

50 Chestnut Street, Suite A-400, Beavercreek, OH, 45440

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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

Collin is a co-founder of Closing Time Productions, a film production company established in 2013. He spends a few hours per week writing and shooting for the company.

Employment History
Current Registrations
Westminster Financial Advisory CORP
April 2021 - Present · 4 yrs 10 mos
Westminster Financial Securities, INC.Broker
November 2020 - Present · 5 yrs 3 mos
State Registrations6 states
CTNYOHPARIVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.