Ernest CollinsCRD Number: 6388274
Current Firm: Citigroup Global Markets Inc.
Ernest Collins (CRD# 6388274) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Danville, CA and has over 7 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
Wealth & Tax Planners
|Citigroup||San Ramon, CA||Sep 2019 - Current||2|
|Bank Of America, N.a.||Pleasanton, CA||Feb 2017 - Sep 2019||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Pleasanton, CA||Dec 2015 - Sep 2019||3|
|First Investors Corporation||Walnut Creek, CA||Mar 2015 - Dec 2015||< 1|
|First Investors Corporation||Walnut Creek, CA||Aug 2014 - Mar 2015||< 1|
|San Diego University||San Diego, CA||Jan 2011 - May 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2014|
|S65||NASAA Investment Advisors Law Examination||Oct 2016|
Total Assets Under Management38,272MILLIONS
Total Number of Accounts51,112ACCOUNTS
Average Account Value$748,782
- A percentage of assets under your management
- 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
- Security ratings or pricing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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