Verified
Experience Kevin Collier has been serving families as their trusted advisor since entering the business in 1991. He started his career at JC Bradford & Company becoming one of the youngest partners in the firm's history. After going through mergers with Paine Webber and UBS, he decided to become an independent advisor through the nation's largest broker dealer* serving independent advisors—LPL Financial. In 2004 he started Collier Wealth Management as a place where clients can receive comprehensive advice and services to help them pursue the goals on their Financial Road Map. Education Kevin graduated summa cum-laude from Lipscomb University in 1989 and received his Masters of Business Administration from Vanderbilt University's Owen Graduate School of Management in 1991. Family Kevin and his wife, Paige, married in 1991. They have 5 children—3 boys and 2 girls—and love having a big family. Kevin and Paige are very dedicated parents and are bringing up their children in a home of faith in God. Community Kevin has been active in the community serving in various leadership roles. He is a past president of the Hendersonville Rotary Club and was named Rotarian of the Year in 1998-1999. He has also served on various boards including the Hendersonville Samaritan Association.
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.
Consulting and other non-discretionary advisory services
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.
1
2
TN
09/28/2004 - Present
LPL Financial LLC (HENDERSONVILLE TN)
NJ
08/14/2000 - 08/20/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
01/23/1992 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NA
10/09/1991 - 01/24/1992
HOME LIFE INSURANCE COMPANY
CT
10/09/1991 - 01/24/1992
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 11/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/10/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2001
Series 3 - National Commodity Futures Examination
BC
Issued 01/22/1992
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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