Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Collin? Claim Your ProfileCollin Lee McCrary is a financial advisor with Benjamin F. Edwards & Company, Inc. Collin has been working in the financial industry since 1987. Collin has worked with several firms including Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Cox & Associates, INC. The firm has a main office in St. Louis, Missouri. Collin is a Series 6, 7, 9, 10, and 63 licensed professional. Collin offers financial planning and investment services for individuals, businesses, and pensions.
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.
1
2
MO
05/18/2022 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
AL
01/01/2008 - 05/23/2022
WELLS FARGO CLEARING SERVICES, LLC (TROY AL)
AL
09/30/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (TROY AL)
MN
06/03/1993 - 10/06/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
MN
04/11/1989 - 12/31/1992
FORTIS INVESTORS, INC. (OAKDALE MN)
NA
06/18/1987 - 04/10/1989
HARTFORD EQUITY SALES COMPANY INC.
BC
Issued 05/30/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/04/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Collin McCrary is the right advisor for you? Invested Better is here to help.
