Peter CollinsCRD Number: 1387162
Current Firm: Sagepoint Financial, Inc.
Peter Collins (CRD# 1387162) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Los Angeles, CA and has over 31 years of experience in the finance industry. Peter Collins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jst Investment Consulting
Fried Asset Management, Inc.
|Sagepoint Financial||Los Angeles, CA||Mar 2013 - Current||4|
|Lincoln Financial Securities Corporation||Downey, CA||Jul 2008 - Mar 2013||4|
|Jefferson Pilot Securities Corp||Los Angeles, CA||Jul 2007 - Jun 2008||< 1|
|Mass Mutual Life Insurance||Spfld, MA||Feb 2004 - Jun 2007||3|
|Mml Investors Services Inc.||Los Angeles, CA||Feb 2004 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1985|
|S65||NASAA Investment Advisors Law Examination||Jul 1999|
Total Assets Under Management4,385MILLIONS
Total Number of Accounts23,011ACCOUNTS
Average Account Value$190,540
- A percentage of assets under your management
- Hourly charges
- 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, 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
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