Michael
Collins
Trajan Wealth, L.L.C
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About this Advisor
Michael Collins is a financial advisor based in Frisco, Texas, working with Trajan Wealth, L.L.C. Michael has previously held positions at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Charles Schwab & Co., Inc, Charles Schwab Bank, Lpl Financial, LLC, Tcg Advisors Lp, Tcg Advisory Services LLC, and Trajan Wealth, LLC. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Michael is part of Trajan Wealth, L.L.C, which operates out of Frisco, Texas. The firm has 28 offices and 102 employees. The firm manages assets totaling $1.4 billion 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 investment companies, selection of other advisers, and educational seminars. The fee structure at Trajan Wealth, L.L.C includes asset-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trajan Wealth, L.L.C Brokerage Details
$1,365,393,876
102
13,372
$102,108
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers
- Educational seminars/workshops
Michael Collins Work History
Trajan Wealth, LLC
Tcg Advisors Lp
Tcg Advisory Services LLC
Lpl Financial, LLC
Charles Schwab & Co., Inc
Charles Schwab Bank
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Disclosures
Please visit the SEC profile of Michael Collins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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