David Colliton, financial advisor Brookfield WI
93 score

David Colliton

CRD Number: 2988266
Current Firm: Primerica Advisors

David Colliton (CRD# 2988266) is an Investment Advisor Representative working at Primerica Advisors in Brookfield, WI and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Fort Net Fort Collins, CO Dec 1998 - Current 19
Pfs Investments Inc. Brookfield, WI Nov 1997 - Current 20
Primerica Financial Services Brookfield, WI Oct 1997 - Current 20
Spectrum Plus Consultants Wellington, CO May 1997 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Jun 2012
Contact Info for David H. Colliton
Phone Number: 800-544-5445
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    446
    MILLIONS
  • Total Number of Accounts
    3,814
    ACCOUNTS
  • Average Account Value
    $116,938
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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
93
Clean Record
This advisor has a clean track record with regulators.

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