Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Collins is an investment advisor representative with Cambridge Investment Research Advisors, Inc. located in Terre Haute, Indiana. David has over 30 years of experience in the financial services industry. David has earned the designation Chartered Financial Consultant. David is registered with the state of Indiana and several other states as an investment advisor representative. David specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. David has a history of working with a variety of clients including individuals, high-net-worth individuals, pension and profit sharing plans, state and municipal government entities, charitable organizations, and other investment advisors.
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
IN
07/19/2013 - Present
Cambridge Investment Research Advisors, Inc. (Terre Haute IN)
IN
04/18/2005 - 07/19/2013
LEGEND EQUITIES CORPORATION (TERRE HAUTE IN)
WI
06/22/1998 - 04/27/2005
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
OH
06/16/1993 - 07/15/1998
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
NY
07/09/1992 - 06/11/1993
MONY SECURITIES CORP. (NEW YORK NY)
IA
11/16/1989 - 06/09/1992
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
11/04/1988 - 12/13/1989
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
11/04/1988 - 12/13/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
12/18/1985 - 12/23/1988
C.A.L. INVESTMENT SERVICES INC. (SASKATCHEWAN S4P 3B1 )
CT
06/19/1983 - 11/21/1988
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 02/23/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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