Albert Collingbourne (CRD# 4741840) is an Investment Advisor Representative working at Edward Jones in Anadarko, OK and has over 20 years of experience in the finance industry.
CRD# 6227287
Lpl Financial LLC
CRD# 5503798
Edward Jones
CRD# 5525229
State Farm Investment Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | May 2018 - Current | 5 |
Arvest Wealth Management | Oklahoma City, OK | Oct 2016 - May 2018 | 1 |
Arvest Bank | Oklahoma City, OK | Feb 2016 - Dec 2016 | < 1 |
Oklahoma Fidelity Bank | Oklahoma City, OK | Dec 2014 - Feb 2016 | 1 |
C&h Gold Buyers | Oklahoma City, OK | Jan 2011 - Dec 2014 | 3 |
Frontier State Bank | Oklahoma City, OK | Oct 2013 - Nov 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2004 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OK
- TX
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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