Christopher
Collins
Woodbury Financial Services, Inc
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About this Advisor
Christopher Collins is a financial advisor operating out of Houston, Texas with 2 years of relevant experience. Collins is currently employed by Woodbury Financial Services, Inc. Their career trajectory has included roles at M&S Fairway Partners, Overmont Consulting, LLC, Whitley Penn, LLC, Fmi Capital Advisors, Inc, The Investment Banking Institute, The Fitzpatrick Group and Woodbury Financial Services. Collins holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Woodbury Financial Services, Inc is a financial advisory company that has its headquarters in Saint Paul, MN. The investment advisory business has offices in 1,038 locations and a total of 3,002 people on staff. It has $19 billion in total assets across its 101,950 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 184 charitable organizations. Of its 101,950 client accounts, just 11% belong to high-net-worth clients who have greater than $1 million in investable assets. The company provides a wide array 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 and educational seminars. Fees for financial management are based on which service is provided. However, fee types charged by Woodbury Financial Services, Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Woodbury Financial Services, Inc Brokerage Details
$19,278,448,046
3,002
101,950
$189,097
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
Christopher Collins Work History
Christopher has been registered as a financial advisor for 2 years.*
Woodbury Financial Services
The Fitzpatrick Group
The Investment Banking Institute
Fmi Capital Advisors, Inc
Whitley Penn, LLC
Overmont Consulting, LLC
M&S Fairway Partners
*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 Christopher 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 Woodbury Financial Services, Inc
Thibodaux, LA
Cameron, WI
Glenwood, IA
Claremont, NH
Orland Park, IL
Fond Du Lac, WI
Mount Joy, PA
Melville, NY
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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