Paul Collins, financial advisor Lebanon NH
93 score

Paul Collins

CRD Number: 4433717
Current Firm: American Trust Investment Advisors, LLC

Paul Collins (CRD# 4433717) is an Investment Advisor Representative working at American Trust Investment Advisors, LLC in Lebanon, NH and has over 14 years of experience in the finance industry.

Similar Advisors
Sally Boyle, financial advisor Lebanon NH
Sally J. Boyle
CRD# 1026790
Sj Boyle Wealth Planning, LLC
Score
96
Similar Advisors
Thomas Chadwick, financial advisor Lebanon NH
Thomas M. Chadwick
CRD# 2870028
Chadwick & D'amato, LLC
Score
96
Similar Advisors
Fletcher Cole, financial advisor Lebanon NH
Fletcher S. Cole
CRD# 2399974
Mascoma Wealth Management
Score
96
Company Name Location Dates Years
American Trust Company Lebanon, NH Apr 1991 - Current 25
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2002
Contact Info for Paul H. Collins
Phone Number: 603-448-6415
Firm Website: http://www.amertrust.com
Registered State(s):
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    182
    MILLIONS
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $958,725
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, FL, MA, NH, TX, VT

Ready to hire a financial advisor? Get competitive proposals from Paul Collins and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.