Joseph CollinsCRD Number: 5616151
Current Firm: Pacer Advisors, Inc.
Joseph Collins (CRD# 5616151) is an Investment Advisor Representative working at Pacer Advisors, Inc. in Paoli, PA and has over 7 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Newbridge Wealth Management
|Pacer Advisors, Inc.||Paoli, PA||Apr 2016 - Current||1|
|Pacer Financial, Inc.||Paoli, PA||Apr 2016 - Current||1|
|Thrive Financial Services||Fort Washington, PA||Jan 2016 - Apr 2016||< 1|
|Gwn Securities Inc.||Palm Beach Gardens, FL||Aug 2009 - Jan 2016||6|
|Self||Philadelphia, PA||Aug 2006 - Jul 2009||2|
|Ameriprise Financial Services, Inc.||Conshohocken, PA||Nov 2008 - Feb 2009||< 1|
|Pa Principals Assn.||Summerdale, PA||Feb 2007 - Apr 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2009|
Total Assets Under Management620MILLIONS
Total Number of Accounts10ACCOUNTS
Average Account Value$62,012,608
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients