Gretchen Collins (CRD# 4896390) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Myers, FL and has over 19 years of experience in the finance industry.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 1002352
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Fort Myers, FL | Jul 2020 - Current | 3 |
| Securities Service Network, Inc. | Fort Myers, FL | Jan 2017 - Jul 2020 | 3 |
| Ssn Advisory, Inc. | Fort Myers, FL | Jan 2017 - Jul 2020 | 3 |
| Wells Fargo Clearing Services, LLC | Naples, FL | May 2009 - Jan 2017 | 7 |
| Wells Fargo Advisors LLC | Naples, FL | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2011 |
- FL
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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