Kms Financial Services, Inc
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About this Advisor
Meris Collier is a certified financial planner who works out of Seattle, Washington, who has 12 years of financial industry experience. Collier is an advisor for Kms Financial Services, Inc. During their career, the advisor has held roles at Vsr Financial Services, Inc, Aig Financial Advisors, Inc, Vsr Advisory Services and Kms Financial Services, Inc. Collier maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Arizona, Nevada, Washington, California, Maryland, North Carolina, Oregon, Texas, Utah and Virginia. Kms Financial Services, Inc is a financial advisory company that has its headquarters in Seattle, Washington. The investment advisory business has offices in 371 locations and a total of 368 advisors. It administers $7 billion in assets among its 26,740 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 26,740 accounts, 20% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Fees charged by financial advisors usually vary depending on which services are provided. Fee types billed by Kms Financial Services, Inc may include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Kms Financial Services, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
Meris Collier Work History
Meris has 12 years of experience.
Kms Financial Services, Inc
Vsr Financial Services, Inc
Vsr Advisory Services
Aig Financial Advisors, Inc
Meris Collier has no disclosures.
Please visit their SEC profile for more details.