Meris
Collier

Kms Financial Services, Inc

CRD#5100936
Investment Advisor
in Seattle, WA
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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

Series 66, Certified Financial Planner

Years of Experience

12 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, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

9750 3Rd Ave Ne Suite 350
Seattle, WA 98103

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Kms Financial Services, Inc Brokerage Details

Total Assets Under Management

$6,792,992,187

WA Average: $3,566,627,242
Total Number of Employees

368

WA Average: 46
Total Number of Accounts

26,740

WA Average: 1,499
Average Account Size

$254,039

WA Average: $2,379,338

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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
  • Market timing services
  • Educational seminars/workshops

Meris Collier Work History

Meris has 12 years of experience.

2016 - Present (3 years)

Kms Financial Services, Inc

2009 - 2016 (7 years)

Vsr Financial Services, Inc

2009 - 2016 (7 years)

Vsr Advisory Services

2006 - 2009 (3 years)

Aig Financial Advisors, Inc

Disclosures

Meris Collier has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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