Collin
Plotts
49 Financial
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About this Advisor
Collin Plotts is a financial advisor based in Austin, Texas, working with 49 Financial. Collin has previously held positions at Kanakuk Kamps, Chick-Fil-A, Teleios Travel LLC, Kanakuk Institute, Montgomery Coscia Greilich LLP, Specialty Restoration Of Texas, Baylor University, Pine Cove Camps, AXA Advisors, LLC, Purshe Kaplan Sterling Investments, Inc, Thrivent Advisor Network DBA 49 Financial, PKS Investments, and 49 Wealth Management. Collin has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Collin is part of 49 Financial, which operates out of Austin, Texas. The firm has 8 offices and 103 employees. The firm manages assets totaling $566.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at 49 Financial includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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49 Financial Brokerage Details
$566,217,984
103
3,364
$168,317
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Collin Plotts Work History
49 Wealth Management
Pks Investments
Thrivent Advisor Network Dba 49 Financial
Purshe Kaplan Sterling Inestments, Inc
Kanakuk Kamps
Axa Advisors, LLC
Chick-Fil-A
Teleios Travel LLC
Kanakuk Institute
Kanakuk Kamps
Montgomery Coscia Greilich Llp
Specialty Restoration Of Texas
Kanakuk Kamps
Pine Cove Camps
Baylor University
Disclosures
Please visit the SEC profile of Collin Plotts 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 49 Financial
Austin, TX
Austin, TX
Jacksonville Beach, FL
Charlotte, NC
Austin, TX
El Segundo, CA
Rogers, AR
Austin, TX
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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