Michael
Collins
Trajan Wealth, L.L.C
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About this Advisor
Michael Collins is a financial advisor operating out of Frisco, Texas who has 2 years of relevant experience. Collins currently works for Trajan Wealth, L.L.C. During their career, Collins has held roles at Morgan Stanley Smith Barney, 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. Collins holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to operate in Texas. Trajan Wealth, L.L.C is a company operating out of Scottsdale, AZ. The firm has offices in 25 locations and a total of 86 people on staff. It manages $1 billion in total assets between its 12,343 client accounts, placing it among the bigger firms in the United States by assets under management. Of its 12,343 client accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Trajan Wealth, L.L.C offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers and educational seminars. A financial advisor's fee schedules usually vary depending on the type of financial services provided. However, fee types charged by Trajan Wealth, L.L.C may include any combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trajan Wealth, L.L.C Brokerage Details
$1,053,148,208
86
12,343
$85,324
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
Michael has been registered as a financial advisor for 2 years.*
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
Morgan Stanley Smith Barney
*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 Michael 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 Trajan Wealth, L.L.C
Gilbert, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Frisco, TX
Scottsdale, AZ
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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