Meris
Collier
Axxcess Wealth Management, LLC
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About this Advisor
Meris Collier is a certified financial planner based in Carlsbad, California with 1 year of industry experience. Collier is on the advisory team at Axxcess Wealth Management, LLC. Their career trajectory has included roles at Vsr Financial Services, Inc, Vsr Advisory Services, Kms Financial Services, Inc, Securities America, Inc, Securities America Advisors, Inc, Arbor Point Advisors, Tessera Capital Partners, LLC, Axxcess Wealth Management, LLC and Arete Wealth Management LLC. Collier has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Texas and Washington. Axxcess Wealth Management, LLC is a registered investment company that has its headquarters in Carlsbad, CA. The company has offices in 23 locations and a total of 78 employees. It oversees $3 billion in total assets between its 9,690 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 14 charities and foundations. Of its 9,690 customer accounts, just 13% are associated with high-net-worth clients who have more than $1 million in investable assets. The firm provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees billed by Axxcess Wealth Management, LLC can consist of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Axxcess Wealth Management, LLC Brokerage Details
$3,399,618,044
78
9,690
$350,838
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
Meris Collier Work History
Meris has been registered as a financial advisor for 1 years.*
Axxcess Wealth Management, LLC
Arete Wealth Management LLC
Tessera Capital Partners, LLC
Securities America, Inc
Securities America Advisors, Inc
Arbor Point Advisors
Kms Financial Services, Inc
Vsr Financial Services, Inc
Vsr Advisory Services
*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 Meris Collier 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 Axxcess Wealth Management, LLC
Carlsbad, CA
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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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
