William CollinsCRD Number: 2522868
Current Firm: Kingsview Wealth Management, LLC
William Collins (CRD# 2522868) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Summit, NJ and has over 23 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Kingsview Asset Management||Summit, NJ||Dec 2017 - Current||5|
|Foremost Golf||Summit, NJ||Nov 2016 - Current||6|
|Due Diligence||Summit, NJ||Nov 2016 - Dec 2017||1|
|American Century||Summit, NJ||Jan 2013 - Nov 2017||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1999|
|S66||NASAA Uniform Combined State Law Examination||Jan 2005|
|S65||NASAA Investment Advisors Law Examination||Feb 2019|
Total Assets Under Management3,584MILLIONS
Total Number of Accounts13,829ACCOUNTS
Average Account Value$259,175
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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