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Brandon James Collier

Collier Financial, Inc.

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About Brandon James Collier

Brandon Collier is a financial advisor with Collier Financial, Inc. in Denver, Colorado. Brandon is an experienced advisor with over 18 years of experience in the industry. Brandon has been registered with the state of Colorado since 2004 and is licensed to sell securities in 23 other states. Brandon has also earned several designations, including the Series 66, Series 7, Series 24 and the SIE exams.

Firm Information

Brandon Collier is currently registered with Collier Financial, Inc.. Collier Financial, Inc. is a Denver, Colorado-based Registered Investment Advisor. The firm advises individuals and high-net-worth individuals with over $128 million in regulatory assets under management. They offer financial planning and portfolio management services.
Collier Financial, Inc.

8055 E. TUFTS AVENUE SUITE 650

DENVER, CO 80237

$128.40M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brandon Collier’s Registration & Firm History

CO

03/09/2020 - Present

Collier Financial, Inc. (DENVER CO)

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Licenses & Designations

BOTH

Issued 03/24/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/23/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon James Collier.
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