KC
CFA
KC
CFA

Kaetlin Kelly Collins

7 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
29 advisors
Number of Clients
977 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

1214 East Cary Street, Richmond, VA, 23219

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kaetlin is an Associate Portfolio Manager at Riverfront Investment Group since 2018, working full-time. She also works about a few hours per week as a Registered Representative Marketing/Sales for the RiverFront Funds and dedicates minimal time to the Richmond ToolBank's finance committee.

Employment History
Current Registrations
Riverfront Investment Group, LLC
May 2018 - Present · 7 yrs 9 mos
Alps Distributors, INC.Broker
April 2018 - Present · 7 yrs 10 mos
State Registrations1 state
VA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Kaetlin Kelly Collins - Financial Advisor | TrueAdvisor