Barbara
Collins
Bedell Frazier Investment Counselling, LLC
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About this Advisor
Barbara Collins is a certified financial planner who works out of Walnut Creek, California with 2 years of industry experience. Collins works at Bedell Frazier Investment Counselling, LLC. During their career, Collins has held roles at Fidelity Brokerage Services LLC, Td Ameritrade, Dr. Alan Semion and Bedell Frazier Investment Counselling, LLC. Collins holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Bedell Frazier Investment Counselling, LLC is a business that has its headquarters in Walnut Creek, CA. It oversees $654 million in total assets across its 1,833 customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm serves eight charitable organizations. Of its 1,833 client accounts, 50% belong to high-net-worth clients who have greater than $1 million in investable assets. Bedell Frazier Investment Counselling, LLC offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fees typically vary depending on which service is provided. However, fees charged by Bedell Frazier Investment Counselling, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bedell Frazier Investment Counselling, LLC Brokerage Details
$654,449,283
17
1,833
$357,037
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Barbara Collins Work History
Barbara has been registered as a financial advisor for 2 years.*
Bedell Frazier Investment Counselling, LLC
Dr. Alan Semion
Bedell Frazier Investment Counselling, LLC
Td Ameritrade
Dr. Alan Semion
Dr. Alan Semion
Fidelity Brokerage Services LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Barbara Collins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bedell Frazier Investment Counselling, LLC
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
