William CollinsCRD Number: 5409367
Current Firm: Schwab Private Client Investment Advisory, Inc.
William Collins (CRD# 5409367) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Indianapolis, IN and has over 10 years of experience in the finance industry.
Halter Ferguson Financial Inc.
I4 Advisors LLC
Halter Ferguson Financial Inc.
|Schwab Private Client Investment Advisory, Inc.||Indianapolis, IN||Apr 2017 - Current||1|
|Charles Schwab & Company, Inc.||Indianapolis, IN||Apr 2017 - Current||1|
|J.p. Morgan Securities LLC||Zionsville, IN||Oct 2016 - Apr 2017||< 1|
|Jpmorgan Chase Bank||Zionsville, IN||Oct 2016 - Apr 2017||< 1|
|Morgan Stanley Private Bank, N.a.||Indianapolis, IN||Sep 2015 - Oct 2016||1|
|Morgan Stanley Smith Barney LLC||Indianapolis, IN||Sep 2015 - Oct 2016||1|
|Morgan Stanley Smith Barney LLC||Oak Brook, IL||Aug 2013 - Sep 2015||2|
|Morgan Stanley Private Bank, N.a.||Oak Brook, IL||Aug 2013 - Sep 2015||2|
|Unemployed||Aurora, IL||Mar 2013 - Aug 2013||< 1|
|William Blair & Company||Chicago, IL||Aug 2011 - Mar 2013||1|
|Jp Morgan Securities LLC||Chicago, IL||Oct 2008 - Jul 2011||2|
|Jpmorgan||Chicago, IL||Jul 2007 - Jul 2011||4|
|Jp Morgan Securities Inc.||Chicago, IL||Aug 2007 - Oct 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management74,447MILLIONS
Total Number of Accounts158,678ACCOUNTS
Average Account Value$469,169
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY
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