Casey
Collins
Lpl Financial LLC
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About this Advisor
Casey Collins is a financial advisor working out of Madison, Wisconsin, with 2 years of relevant experience. Collins is on the advisory team at Lpl Financial LLC. During their career, Collins has held roles at World Financial Group, Inc, Transamerica Financial Advisors, Inc, Crc Consulting, Waddell & Reed Inc, Various Insurance Carriers For W&R Insurance Agencies, Tlb Music, Drive To The Ocean, Powerbuy 4 Your LLC, Wisconsin Deca/Dept Of Public Instruction, Madison Area Tip Club, Ashbury Mid Town Homeowners Association, Rotary After Hours Madison, The Financial Executive Networking Group (The Feng) and Lpl Financial LLC. Collins maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Wisconsin. Lpl Financial LLC is an advisory company that has its headquarters in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 employees. It administers $368 billion in total assets between its 1,688,501 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs a broad range 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, educational seminars and other services. Financial management fees usually depend on which services are offered. However, fee types billed by Lpl Financial LLC likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
- Educational seminars/workshops
- Other
Casey Collins Work History
Casey has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
The Financial Executive Networking Group (The Feng)
Rotary After Hours Madison
Wisconsin Deca/Dept Of Public Instruction
Madison Area Tip Club
Ashbury Mid Town Homeowners Association
Drive To The Ocean
Powerbuy 4 Your LLC
Crc Consulting
Waddell & Reed Inc
Various Insurance Carriers For W&R Insurance Agencies
Tlb Music
Transamerica Financial Advisors, Inc
World Financial Group, Inc
*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 Casey 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 Lpl Financial LLC
Fort Mill, SC
Henderson, NE
Castle Rock, CO
Lake Oswego, OR
Calabasas, CA
Chico, CA
Riverside, CA
Woodstock, IL
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.
