Kelly Collins is a registered investment advisor at Yale Capital CORP., based in St. Petersburg, FL, with 10 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 112 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Yale Capital Corp. charges a percentage of the value of your portfolio. The exact percentage is negotiable and depends on the amount of work and attention needed to manage your account. The fee ranges from 0% to 1.5% per year.
Location
6475 1st Ave South, St. Petersburg, FL, 33707
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Yale Capital CORP.
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities CorporationBroker
Allstate Financial Services, LLCBroker
Key Investment Services LLCBroker
LPL Financial LLCBroker
First Investors CorporationBroker
State Registrations3 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.