Samuel CollinsCRD Number: 4596677
Current Firm: J.j.b. Hilliard, W.l. Lyons, LLC
Samuel Collins (CRD# 4596677) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Lexington, KY and has over 15 years of experience in the finance industry.
Pierce Financial Planning, Inc.
Investment Professionals, Inc.
Context Financial LLC
|J.j.b. Hilliard, W.l. Lyons, LLC||Lexington, KY||Aug 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2002|
Total Assets Under Management7,005MILLIONS
Total Number of Accounts22,374ACCOUNTS
Average Account Value$313,088
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV