Timothy Collins (CRD# 1909095) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Anchorage, AK and has over 7 years of experience in the finance industry.
CRD# 6618470
Bright Road Wealth Management, LLC
CRD# 4945927
Ubs Financial Services Inc.
CRD# 2894797
Bright Road Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Agia | Houston, TX | Dec 2022 - Current | 1 |
| Valic Financial Advisors | Portland, OR | Jun 2016 - Current | 7 |
| Secure Retirement Solutions, LLC | Boise, ID | May 2015 - May 2016 | 1 |
| Unemployed | Boise, ID | Apr 2015 - May 2015 | < 1 |
| Gwfs Equities, Inc. | Boise, ID | Jan 2015 - Mar 2015 | < 1 |
| Unemployed | Boise, ID | Feb 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2016 |
| S63 | Uniform Securities State Law Examination | Jun 2016 |
- AK
- ID
- LA
- MA
- NV
- OR
-
Total Assets Under Management25,247MILLIONS
-
Total Number of Accounts302,501ACCOUNTS
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Average Account Value$83,463
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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