Kyle
Hagan-Collins

Commonwealth Financial Network

CRD#5741377
Investment Advisor
in Warwick, RI

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About this Advisor

Kyle Hagan-Collins is an advisor whose office is in Warwick, Rhode Island. Currently a registered investment advisor with Commonwealth Financial Network, Hagan-Collins has 10 years of experience in the financial advisory industry. Hagan-Collins holds Series 63 and Series 66 licenses, qualifying the advisor as a securities broker. Hagan-Collins can work with investors in Massachusetts and Rhode Island. Their career trajectory has included roles at Bank Of America, Mercer, Mmc Securities Corp, Commonwealth Financial Network and Middlesex Financial Group. Commonwealth Financial Network is headquartered in Warwick, Rhode Island, and has 1,090 other offices in the country. In aggregate, Commonwealth Financial Network manages $81 billion in assets dispersed across 335,560 accounts and retains more than 3,200 people. The firm's total assets under management places it among the largest financial advisory firms in the nation. The firm manages 328,891 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 3% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Commonwealth Financial Network provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

91 Tollgate Road
Warwick, RI 02886

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$85,214,650,650

RI Average: $16,012,751,954
Total Number of Employees

3,350

RI Average: 118
Total Number of Accounts

388,288

RI Average: 4,567
Average Account Size

$219,462

RI Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Kyle Hagan-Collins Work History

Kyle has 10 years of experience.

2012 - Present (7 years)

Commonwealth Financial Network

2012 - Present (7 years)

Middlesex Financial Group

2009 - 2012 (3 years)

Mercer

2009 - 2011 (2 years)

Mmc Securities Corp

2008 - 2009 (1 year)

Bank Of America

Disclosures

Kyle Hagan-Collins has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Michael Ball
Overland Park, KS
Alisha Butterfield
Rapid City, SD
Brandon Luke
Kahului, HI
Kyle Hagan-Collins
Warwick, RI
Alexander Bartholomew
Worcester, MA
Thomas Muscato
Pittsford, NY
Brooke Fleming
Westborough, MA
Brent Caswell
Overland Park, KS

This content was compiled from the SEC and FINRA.

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