Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Collin? Claim Your ProfileCollin Barrett Dawes is an investment advisor representative associated with Independent Advisor Alliance, LLC, based in Grand Rapids, MI. Collin has over 20 years of experience in the financial industry and is registered to provide investment advisory services in several states. Collin is committed to helping individuals and families achieve their financial goals through personalized financial planning, portfolio management, and a variety of other advisory services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MI
12/14/2018 - Present
Independent Advisor Alliance, LLC (Grand Rapids MI)
MI
11/10/2003 - 07/11/2011
OPPENHEIMER & CO. INC. (GRAND RAPIDS MI)
OH
01/18/2001 - 11/07/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
06/22/1999 - 01/12/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/16/2008
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/10/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 06/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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