Gregory Collins, financial advisor Sault Sainte Marie MI
83 score

Gregory Collins

CRD Number: 5594903
Current Firm: Raymond James Financial Services Advisors, Inc.

Gregory Collins (CRD# 5594903) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sault Sainte Marie, MI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
City Of Sault Sainte Marie Sault Sainte Marie, MI Jul 2017 - Current < 1
Raymond James Financial Services, Inc. Sault St. Marie, MI Oct 2013 - Current 4
Midwest Wealth Strategies Sault St. Marie, MI Oct 2013 - Current 4
Raymond James Financial Services Advisors Inc. Sault Sainte Marie, MI Oct 2013 - Current 4
Pnc Investments Sault Ste Marie, MI Feb 2010 - Oct 2013 3
Pnc Investments Sault Ste Marie, MI Nov 2009 - Jan 2010 < 1
Natcity Investments, Inc. Cleveland, OH May 2009 - Nov 2009 < 1
National City Bank Sault Ste. Marie, MI Apr 2009 - Nov 2009 < 1
Hantz Financial Services Sault Ste. Marie, MI Sep 2008 - Apr 2009 < 1
Sault Tribe Sault Ste. Marie, MI Dec 2006 - Jul 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2008
S65 NASAA Investment Advisors Law Examination Dec 2009
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Gregory J. Collins
Phone Number: 727-567-3020
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    81,239
    MILLIONS
  • Total Number of Accounts
    280,698
    ACCOUNTS
  • Average Account Value
    $289,416
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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, WY

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BADGES
83

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