Michael Collins (CRD# 2157914) is an Investment Advisor Representative working at Trajan Wealth, LLC in Frisco, TX and has over 32 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trajan Wealth, LLC | Scottsdale, AZ | Jun 2021 - Current | 2 |
| Tcg Advisory Services LLC | Austin, TX | Jul 2020 - May 2021 | < 1 |
| Tcg Advisors LP | Austin, TX | Feb 2020 - May 2021 | 1 |
| Lpl Financial, LLC | Dallas, TX | May 2019 - Feb 2020 | < 1 |
| Charles Schwab & Company, Inc. | Dallas, TX | Oct 2014 - May 2019 | 4 |
| Charles Schwab Bank | Dallas, TX | Oct 2014 - May 2019 | 4 |
| Tiaa | Lincoln, NE | Sep 2013 - Oct 2014 | 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Lincoln, NE | Sep 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2003 |
- TX
-
Total Assets Under Management1,365MILLIONS
-
Total Number of Accounts13,372ACCOUNTS
-
Average Account Value$102,108
- A percentage of assets under your management
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, ID, IL, LA, MI, MO, NE, NM, NV, NY, OK, OR, SD, TN, TX, UT, VA, WA, WY
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