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Collin Lagrow

Evercore Group LLC

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About Collin Lagrow

Collin Lagrow is a financial professional who is registered with the state of California and with FINRA. Collin Lagrow has worked in the industry for over 2 years. Currently, Collin Lagrow is registered with Evercore Group LLC. Previously, Collin Lagrow was registered with UBS Securities LLC. Collin Lagrow has passed the Series 63, Series 79TO, and SIE exams.

Firm Information

Collin Lagrow is currently registered with Evercore Group LLC. Evercore Group LLC is a Limited Liability Company formed in April 2006. The firm is registered with the SEC and in 37 states.

Not reported

Assets Under Management

Not reported

Total Clients

805

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.

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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Collin Lagrow’s Registration & Firm History

CA

09/21/2021 - Present

Evercore Group LLC (MENLO PARK CA)

CA

03/22/2021 - 09/03/2021

UBS SECURITIES LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 04/12/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/22/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 02/13/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Collin Lagrow.
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