Unclaimed
Collin Glenn Day is a registered investment advisor with Cambridge Investment Research Advisors, Inc.. Collin has been in the industry since 2008 and has worked for several firms, including Woodbury Financial Services, Inc. and FSC Securities Corporation. Collin is currently registered in 10 states and is a licensed insurance agent. Collin offers financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management services for businesses and individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
01/22/2016 - Present
Cambridge Investment Research Advisors, Inc. (Keller TX)
TX
10/01/2013 - 01/26/2016
WOODBURY FINANCIAL SERVICES, INC. (KELLER TX)
TX
02/04/2009 - 08/12/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (FORT WORTH TX)
TX
03/14/2008 - 10/17/2008
FSC SECURITIES CORPORATION (HOUSTON TX)
BOTH
Issued 07/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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