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Brian William Collins

Charles Schwab & CO., Inc.

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About Brian William Collins

Brian Collins is a financial advisor with Charles Schwab & Co., Inc. Brian has been in the industry for over 8 years and is licensed in both California and Indiana. Brian specializes in financial planning and portfolio management. Prior to joining Charles Schwab & Co., Inc., Brian was with Wells Fargo Advisors, LLC, where he was a registered representative. Brian holds the Series 7, 10, 9, 63, and 66 licenses. Brian is dedicated to helping clients reach their financial goals.

Firm Information

Brian Collins is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Brian Collins’s Registration & Firm History

IN

04/02/2022 - Present

Charles Schwab & CO., Inc. (Indianapolis IN)

MO

12/23/2014 - 09/01/2015

WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 08/12/2022

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 01/22/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/05/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/17/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 04/02/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/17/2021

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Brian William Collins. Review regulatory record here.
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