Unclaimed
Hubert Michael Collins is an investment advisor representative at Grow Funds LLC, a registered investment advisor located in La Jolla, California. Hubert has been a registered investment advisor for over 25 years and has a broad range of experience in the financial services industry. Hubert holds the Series 63, Series 65, Series 00, Series 6, Series 2 and Series 1 licenses. Hubert also serves as a director on the board of the Thomas C. Ackerman Foundation and has been with Messner & Smith Theme Value Investment Management Ltd. since 2015.
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.
Guidance on pension options to ensure a secure financial future.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
01/01/2025 - Present
Grow Funds LLC (LA JOLLA CA)
CA
04/21/1997 - 04/13/2000
FIRST SECURITY VAN KASPER, INC. (SAN FRANCISCO CA)
MA
06/28/1996 - 02/05/1997
UAM FUND DISTRIBUTORS, INC. (BOSTON MA)
NA
10/30/1987 - 10/25/1988
THOMAS GREEN/SAN DIEGO SECURITIES INCORPORATED
NA
08/20/1969 - 11/05/1987
SAN DIEGO SECURITIES INCORPORATED
IA
Issued 04/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/1969
Series 00 - General Securities Principal Examination
BC
Issued 06/27/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/26/1993
Series 2 - Non-Member General Securities Examination
BC
Issued 06/22/1964
Series 1 - Registered Representative Examination
Active
Inactive
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