Marguerite CollinsCRD Number: 1808101
Current Firm: New England Research & Management, Inc.
Marguerite Collins (CRD# 1808101) is an Investment Advisor Representative working at New England Research & Management, Inc. in Chicago, IL and has over 29 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|New England Research & Management||Boston & Chicago, IL||Oct 1990 - Current||27|
|Drake Securities Corp.||Boston, MA||Oct 1990 - Mar 2007||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1988|
|S65||NASAA Investment Advisors Law Examination||Dec 2009|
Total Assets Under Management171MILLIONS
Total Number of Accounts254ACCOUNTS
Average Account Value$673,659
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
FL, IL, MA, NH, NJ, TX
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