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 a registered investment advisor with Legacy Investment Strategies, LLC. David has been in the industry since 1994 and has worked with several firms, including Crown Capital Securities, L.P., Cabot Lodge Securities LLC, Wilbanks Securities, Inc., and Raymond James Financial Services, Inc. David has a wide range of experience and expertise in the financial industry. David is committed to providing his clients with personalized financial advice and guidance. David is also a fitness instructor and a licensed real estate agent.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
MD
04/03/2024 - Present
Legacy Investment Strategies, LLC (Hagerstown MD)
MD
01/26/2018 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (HAGERSTOWN MD)
MD
06/06/2017 - 02/12/2018
CABOT LODGE SECURITIES LLC (HAGERSTOWN MD)
MD
06/22/2010 - 07/06/2017
WILBANKS SECURITIES, INC. (HAGERSTOWN MD)
MD
02/01/2010 - 06/22/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (HAGARSTOWN MD)
MD
06/21/1999 - 02/04/2010
WILBANKS SECURITIES, INC. (HAGERSTOWN MD)
NY
11/16/1995 - 06/25/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
11/16/1995 - 06/25/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MD
05/11/1994 - 10/24/1995
FIRST MARYLAND BROKERAGE CORPORATION (BALTIMORE MD)
MD
02/17/1994 - 04/13/1994
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 04/26/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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