Hubert Collins (CRD# 51215) is an Investment Advisor Representative working at Grow Funds LLC in La Jolla, CA and has over 27 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grow Funds, LLC | San Diego, CA | Sep 2018 - Current | 5 |
| Messner & Smith | San Diego, CA | Jan 2015 - Current | 9 |
| Thomas C. Ackerman Foundation | La Mesa, CA | Jun 2001 - Current | 22 |
| Collins Macvean, LLC | San Diego, CA | Aug 2005 - Jan 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1996 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2006 |
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- CA
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Total Assets Under Management59MILLIONS
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Total Number of Accounts106ACCOUNTS
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Average Account Value$555,284
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA
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