Frank CollinsCRD Number: 703841
Current Firm: Harmony Road Advisors
Frank Collins (CRD# 703841) is an Investment Advisor Representative working at Harmony Road Advisors in Elizabethtown, PA and has over 40 years of experience in the finance industry. Frank Collins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Thrivent Investment Management Inc.
Wells Fargo Clearing Services, LLC
Foresight Financial Planning LLC
|Harmony Road Advisors, LLC||Elizabethtown, PA||Aug 2020 - Current||1|
|Altius Learning Inc.||Hershey, PA||Jun 2020 - Current||2|
|Miacomet Partners LLC||Mechanicsburg, PA||Jan 2020 - Jul 2021||1|
|Purshe Kaplan Sterling Investments||Albany, NY||Jul 2017 - Aug 2020||3|
|Avantra Family Wealth||Mechnicsburg, PA||Jul 2017 - Aug 2020||3|
|5 Points Family Wealth, LLC||Hummelstown, PA||Apr 2017 - Jul 2017||< 1|
|Retired||Hummelstown, PA||Jan 2017 - Jun 2017||< 1|
|Bank Of America||Camp Hill, PA||Jan 2016 - Dec 2016||< 1|
|Bank Of America||Camp Hill, PA||Dec 2007 - Dec 2015||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1982|
|S65||NASAA Investment Advisors Law Examination||Oct 1994|
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 Management4MILLIONS
Total Number of Accounts26ACCOUNTS
Average Account Value$163,775
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