David Collins, financial advisor Hagerstown MD

David Collins

CRD Number: 2426858
Current Firm: Crown Capital Securities, LP

David Collins (CRD# 2426858) is an Investment Advisor Representative working at Crown Capital Securities, LP in Hagerstown, MD and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Legacy Investment Strategies, LLC Gretna, LA Mar 2024 - Current < 1
Crown Capital Securities, LP Orange, CA Jan 2018 - Current 6
King Street Professional Center Hagerstown, MD Sep 2014 - Current 9
Aflac Hagerstown, MD Oct 2012 - Current 11
Global Business Funding Hagerstown, MD Oct 2012 - Current 11
David M. Collins--self Employment Hagerstown, MD Jan 2010 - Current 14
I2 Advisors Hagerstown, MD Jan 1995 - Current 29
Cabot Lodge Securities, LLC New York, NY Aug 2017 - Jan 2018 < 1
Wilbanks Securities, Inc. Oklahoma City, OK Jun 2010 - Jun 2017 7
Wilbanks Securities Advisory Oklahoma City, OK Jun 2010 - Jun 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1994
S65 NASAA Investment Advisors Law Examination Jun 1999
S66 NASAA Uniform Combined State Law Examination Apr 2005
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David M. Collins
Phone Number: 714-547-9481
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    1,223
    MILLIONS
  • Total Number of Accounts
    5,654
    ACCOUNTS
  • Average Account Value
    $216,326
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

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