linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Joseph Collette

SPC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Joseph Collette

David Collette is a Registered Representative at SPC, based in Murray, UT. David is licensed to provide financial advice in Utah. They have been in the industry since August 2021, providing financial services through Collette Financial Group. David is licensed to provide investment advice in a number of states, including Utah, Alaska, Arizona, California, Colorado, Idaho, Nevada, Texas, Virginia and Washington.

Firm Information

David Collette is currently registered with SPC. SPC is an investment advisory firm based in ANN ARBOR, MI, with 454 licensed agents and 470 investment advisor representatives. They manage approximately $5.56 billion in regulatory assets under management. Their services include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Their client base consists primarily of individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. They also offer a wrap fee program.
SPC

300 PARKLAND PLAZA

ANN ARBOR, MI 48103

$5.56B

Assets Under Management

3,486

Total Clients

480

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consultation services

Consultation services

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Seminar attendance fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Collette’s Registration & Firm History

UT

01/06/2022 - Present

SPC (Murray UT)

Not sure if David Joseph Collette is right for you?

Licenses & Designations

BOTH

Issued 12/06/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/02/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/15/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for David Joseph Collette.
Not sure if David Joseph Collette is right for you?