Donna CollinsCRD Number: 2904387
Current Firm: Raymond James Financial Services Advisors, Inc.
Donna Collins (CRD# 2904387) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Durham, NC and has over 25 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Raymond James Financial Services Advisors, Inc.||Durham, NC||Jun 2022 - Current||1|
|Raymond James Financial Services, Inc.||Durham, NC||Jun 2022 - Current||1|
|Concurrent Advisors||Durham, NC||Jun 2022 - Current||1|
|Raymond James Dba Collins Financial Advisors||Durham, NC||Jun 2022 - Current||1|
|Collins Financial Advisors, LLC||Durham, NC||Jun 2022 - Current||1|
|Llc To Hold Real Estate||Hillsborough, NC||Sep 2021 - Current||1|
|Bear Creek Partners LLC||Hillsborough, NC||Jun 2021 - Current||2|
|Llc For Commercial Real Estate Holding||Hillsborough, NC||Aug 2015 - Current||7|
|Little D Farms||Hillsborogh, NC||Jan 1990 - Current||33|
|Collins Investment Properties||Hillsborough, NC||Sep 1985 - Current||37|
|Edward Jones||St Louis, MO||May 2009 - Jun 2022||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1997|
|S65||NASAA Investment Advisors Law Examination||Sep 1997|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management245,249MILLIONS
Total Number of Accounts932,793ACCOUNTS
Average Account Value$262,919
- 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, WY
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