Invested Better
Unclaimed

Unclaimed

Unclaimed

Paul Harker Collins

American Trust Investment Advisors, LLC

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

About Paul Harker Collins

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.

Firm Information

Paul Collins is currently registered with American Trust Investment Advisors, LLC. American Trust Investment Advisors, LLC is an investment advisor registered with the SEC and located in Lebanon, NH. The firm manages approximately $307.8 million in assets for individuals, charitable organizations, and high-net-worth individuals. The firm provides portfolio management services.
American Trust Investment Advisors, LLC

67 ETNA ROAD

LEBANON, NH 03766-1358

$307.81M

Assets Under Management

147

Total Clients

3

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

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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

percentage of assets

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

Find Your Ideal Financial Advisor

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.

Paul Collins’s Registration & Firm History

NH

03/25/2024 - Present

American Trust Investment Advisors, LLC (LEBANON NH)

Not sure if Paul Harker Collins is right for you?

Licenses & Designations

IA

Issued 07/18/2002

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Harker Collins.
Not sure if Paul Harker Collins is right for you?