William Collins, financial advisor Indianapolis IN
93 score

William Collins

CRD 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.

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Company Name Location Dates Years
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
Contact Info for William C. Collins
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    74,447
    MILLIONS
  • Total Number of Accounts
    158,678
    ACCOUNTS
  • Average Account Value
    $469,169
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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