Unclaimed
Paul Harker Collins is an investment advisor representative with American Trust Investment Advisors, LLC, located in Lebanon, New Hampshire. Paul has been registered with the Securities and Exchange Commission since 2009 and has a Series 65 license. Paul is a registered investment advisor in New Hampshire, Texas, and Vermont. The firm manages assets for a range of client types including individuals, charitable organizations, and high net worth individuals. Paul has been in the financial services industry since 1991.
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.
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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NH
03/25/2024 - Present
American Trust Investment Advisors, LLC (LEBANON NH)
IA
Issued 07/18/2002
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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