William CollinsCRD Number: 5409367
Current Firm: Morgan Stanley
William Collins (CRD# 5409367) is an Investment Advisor Representative working at Morgan Stanley 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.
|Morgan Stanley Private Bank, N.a.||Indianapolis, IN||Sep 2015 - Current||2|
|Morgan Stanley Smith Barney LLC||Indianapolis, IN||Sep 2015 - Current||2|
|Morgan Stanley Smith Barney LLC||Oak Brook, IL||Aug 2013 - Sep 2015||2|
|Morgan Stanley Private Bank, N.a.||Oak Brook, IN||Aug 2013 - Sep 2015||2|
|Unemployed||Aurora, IL||Mar 2013 - Aug 2013||< 1|
|William Blair & Company||Chicago, IL||Aug 2011 - Mar 2013||1|
|Jpmorgan||Chicago, IL||Jul 2007 - Jul 2011||4|
|Northern Trust Company||Lake Forest, IL||Aug 2004 - Jul 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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