William Collins (CRD# 5409367) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Indianapolis, IN and has over 16 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Indianapolis, IN | Apr 2017 - Current | 7 |
| Schwab Wealth Advisory, Inc. | Indianapolis, IN | Apr 2017 - Current | 7 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
- IN
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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, VI, VT, WA, WI, WV, WY
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