Mary Collins (CRD# 3071777) is an Investment Advisor Representative working at Perennial Financial Services in Fresno, CA and has over 25 years of experience in the finance industry.
CRD# 4407978
Commonwealth Financial Network
CRD# 4834967
Diversified Wealth Management Solutions, LLC
CRD# 5351296
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Perennial Financial Services | Los Angeles, CA | Jan 2023 - Current | 1 |
| Ford Financial Group, LLC | Fresno, CA | Nov 2016 - Current | 7 |
| Lpl Financial, LLC | Fresno, CA | Aug 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1998 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2012 |
- CA
- ID
-
Total Assets Under Management1,484MILLIONS
-
Total Number of Accounts2,590ACCOUNTS
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Average Account Value$572,880
- 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)
AZ, CA, CO, FL, GA, HI, ID, IL, MN, MT, NC, NJ, NV, NY, OK, OR, SD, TN, TX, UT, VA, WA, WI
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