David Collins
David Collins is a registered investment advisor at LPL Financial LLC, based in Metairie, LA, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3445 N Causeway Blvd, Suite 905, Metairie, LA, 70002
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2022Regulatory
September 2012Other Business ActivitiesSells Insurance
David works as a fitness instructor, manages rental real estate, and sells non-variable insurance, dedicating minimal time to the fitness instruction and real estate, but about a third of his time to insurance. He also works full-time as an advisor for Legacy Investment Strategies LLC and Integra Wealth Solutions.
Employment History
Current Registrations
LPL Financial LLCBroker
Legacy Investment Strategies, LLC
Previous Registrations
Crown Capital Securities, L.P.Broker
Crown Capital Securities, L.P.
Cl Wealth Management LLC
Cabot Lodge Securities LLCBroker
Wilbanks Securities Advisory
Wilbanks Securities, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wilbanks Securities Advisory
Wilbanks Securities, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
First Maryland Brokerage CorporationBroker
T. Rowe Price Investment Services, INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.