Collin FlathersCRD Number: 6022371
Current Firm: Sagepoint Financial, Inc.
Collin Flathers (CRD# 6022371) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Dallas, TX and has over 4 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Sagepoint Financial, Inc.||Dallas, TX||Aug 2015 - Current||1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Aug 2015||< 1|
|Morgan Stanley||Dallas, TX||Dec 2012 - Aug 2015||2|
|Hornor Townsend & Kent Inc.||Horsham, PA||May 2012 - Dec 2012||< 1|
|Penn Mutual Life Ins Co||Horsham, PA||May 2012 - Dec 2012||< 1|
|Sagepoint Financial||Lubbock, TX||Apr 2012 - May 2012||< 1|
|University Of Texas||Austin, TX||Aug 2007 - May 2012||4|
|Heritage Title Company||Austin, TX||Jan 2010 - Dec 2011||1|
|Acn||Austin, TX||Jan 2009 - Jan 2010||1|
|Noble Capital||Austin, TX||May 2009 - Aug 2009||< 1|
|National League Of Junior Cotillions||Lubbock, TX||Jan 2004 - May 2009||5|
|Camp Longhorn||Burnet, TX||Jun 2007 - Aug 2007||< 1|
|Coronado High School||Lubbock, TX||Aug 2003 - May 2007||3|
|Camp Longhorn||Burnet, TX||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2013|
Total Assets Under Management4,385MILLIONS
Total Number of Accounts23,011ACCOUNTS
Average Account Value$190,540
- 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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