CM
CM

Collin David Metscher

4 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
64 advisors
Number of Clients
5,355 clients
Average Client Portfolio
$378K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

2700 Post Oak Blvd Ste 1700, Houston, TX, 77056

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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 registered advisor doing financial planning through Innovative Financial Partners LLC, dedicating full-time hours. He also works as an independent contractor in marketing and sales for Infinite Outdoors, LLC, a hunting and fishing platform company, spending a few hours per week.

Employment History
Current Registrations
Sunbelt Securities
September 2021 - Present · 4 yrs 5 mos
State Registrations2 states
COWA
Advisor
Exams
No exam information available for this advisor.
Collin David Metscher - Financial Advisor | TrueAdvisor