Collin
Habig

Lpf Advisors, LLC

CRD#6796377
Investment Advisor
in Sarasota, FL

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About this Advisor

Collin Habig is a financial advisor based in Sarasota, Florida, working with Lpf Advisors, LLC. Collin has previously held positions at Edward Jones, Thorny Lea Golf Club, Nortek Inc, Nichols College, G Norwood Landscape Management, Merrill Lynch Pierce Fenner & Smith Inc, Toby Keiths I Love This Bar And Grill, Doucette Capital, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Habig Capital, Securities America, Inc, Lpf Advisors, LLC, and Osaic Wealth, Inc. Collin has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Collin is part of Lpf Advisors, LLC, which operates out of Sarasota, Florida. The firm has 4 offices and 6 employees. The firm manages assets totaling $232.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Lpf Advisors, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2601 Cattlemen Road Suite 302
Sarasota, FL 34232

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Lpf Advisors, LLC Brokerage Details

Total Assets Under Management

$232,064,479

FL Average: $1,855,561,029
Total Number of Employees

6

FL Average: 62
Total Number of Accounts

696

FL Average: 2,474
Average Account Size

$333,426

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Collin Habig Work History

2024 - Present (0 year)

Securities America, Inc

2024 - Present (0 year)

Lpf Advisors, LLC

2024 - Present (0 year)

Osaic Wealth, Inc

2022 - Present (2 years)

Doucette Capital

2022 - Present (2 years)

Raymond James Financial Services, Inc

2022 - Present (2 years)

Raymond James Financial Services Advisors, Inc

2022 - Present (2 years)

Habig Capital

2018 - 2022 (4 years)

Edward Jones

2017 - 2017 (< 1 year)

Merrill Lynch Pierce Fenner & Smith Inc

2017 - 2018 (1 year)

Toby Keiths I Love This Bar And Grill

2015 - 2015 (< 1 year)

Nortek Inc

2015 - 2017 (2 years)

G Norwood Landscape Management

2014 - 2018 (4 years)

Nichols College

2011 - 2015 (4 years)

Thorny Lea Golf Club

Disclosures

Please visit the SEC profile of Collin Habig 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 Lpf Advisors, LLC

Armando Faucy-Smith
Sarasota, FL
Collin Habig
Sarasota, FL
Adam Carter
Sarasota, FL
Mark Picchi
Sarasota, FL
Kristopher Flammang
Sarasota, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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