Meredith Collins (CRD# 6268908) is an Investment Advisor Representative working at Cerro Pacific Wealth Advisors, LLC in San Luis Obispo, CA and has over 5 years of experience in the finance industry.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cerro Pacific Wealth Advisors, LLC | San Luis Obispo, CA | Oct 2020 - Current | 3 |
| Lpl Financial LLC | San Luis Obispo, CA | Aug 2019 - Sep 2020 | 1 |
| Crew Wealth Management | San Luis Obispo, CA | Aug 2019 - Sep 2020 | 1 |
| Bank Of America, N.a. | San Luis Obispo, CA | Oct 2018 - Jul 2019 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Luis Obispo, CA | Jul 2018 - Jul 2019 | 1 |
| Central Coast Wealth Management | San Luis Obispo, CA | Nov 2013 - Jul 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- CA
-
Total Assets Under Management441MILLIONS
-
Total Number of Accounts806ACCOUNTS
-
Average Account Value$547,629
- A percentage of assets under your management
- Hourly charges
- 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)
CA, IL, LA, NH, OR, TX
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