David Collins (CRD# 2426858) is an Investment Advisor Representative working at Legacy Investment Strategies, LLC in Metairie, LA and has over 29 years of experience in the finance industry.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Hagerstown, MD | May 2024 - Current | < 1 |
| Legacy Investment Strategies, LLC | Gretna, LA | Mar 2024 - Current | < 1 |
| King Street Professional Center | Hagerstown, MD | Sep 2014 - Current | 9 |
| Aflac | Hagerstown, MD | Oct 2012 - Current | 11 |
| Global Business Funding | Hagerstown, MD | Oct 2012 - Current | 11 |
| David M. Collins--self Employment | Hagerstown, MD | Jan 2010 - Current | 14 |
| I2 Advisors | Hagerstown, MD | Jan 1995 - Current | 29 |
| Crown Capital Securities, LP | Orange, CA | Jan 2018 - May 2024 | 6 |
| Cabot Lodge Securities, LLC | New York, NY | Aug 2017 - Jan 2018 | < 1 |
| Wilbanks Securities, Inc. | Oklahoma City, OK | Jun 2010 - Jun 2017 | 7 |
| Wilbanks Securities Advisory | Oklahoma City, OK | Jun 2010 - Jun 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MD
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Total Assets Under Management79MILLIONS
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Total Number of Accounts345ACCOUNTS
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Average Account Value$227,927
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
LA, MD, TX
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