Miranda Collingwood (CRD# 5110217) is an Investment Advisor Representative working at Lpl Financial LLC in Warren, PA and has over 17 years of experience in the finance industry.
CRD# 5898841
Lpl Financial LLC
CRD# 4146223
Ubs Financial Services Inc.
CRD# 2107480
Millennial Advisers, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Warren, PA | Oct 2017 - Current | 6 |
| Northwest Bank | Warren, PA | Oct 2017 - Current | 6 |
| Ameriprise Financial Services, Inc. | Bradford, PA | Oct 2016 - Sep 2017 | < 1 |
| Pnc Investments | Warren, PA | Sep 2014 - Oct 2016 | 2 |
| Pnc Bank | Warren, PA | Sep 2014 - Sep 2014 | < 1 |
| Charles Schwab Bank | Honolulu, HI | Oct 2006 - Sep 2014 | 7 |
| Charles Schwab & Company, Inc. | Honolulu, HI | Sep 2006 - Sep 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
- PA
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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