Grant Collins (CRD# 7061914) is an Investment Advisor Representative working at World Equity Group, Inc. in Bozeman, MT and has over 4 years of experience in the finance industry.
CRD# 2908846
Yellowstone Investment Planners, Inc.
CRD# 5596559
D.a. Davidson & Company
CRD# 2334349
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthvest Marketing | Bozeman, MT | Jan 2019 - Current | 5 |
| The Leaders Group, Inc. | Littleton, CO | Jan 2019 - Current | 5 |
| Wells Fargo | San Francisco, CA | Aug 2017 - Dec 2018 | 1 |
| Trinity College | Hartford, CT | Jun 2014 - Jun 2017 | 3 |
| Wealthvest Marketing | Bozeman, MT | Aug 2016 - Dec 2016 | < 1 |
| Wells Fargo | San Francisco, CA | Jun 2016 - Aug 2016 | < 1 |
| Wealthvest Marketing | Bozeman, MT | Jun 2015 - Aug 2016 | 1 |
| Saint Mary's College Of California | Moraga, CA | Jun 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- MT
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Total Assets Under Management859MILLIONS
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Total Number of Accounts3,103ACCOUNTS
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Average Account Value$276,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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