michael collie
CRD Number: 4306671Current Firm: Collie Financial Planning, Inc.
Compensation Model: Fee Only
Michael Collie (CRD# 4306671) is the owner of Collie Financial Planning, Inc., which has offices in Asheville and Black Mountain, NC. He has over 15 years of experience in the finance industry. Mike has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. Mike is also a member of National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
CRD# 4333814
Edward Jones
CRD# 7008925
Edward Jones
CRD# 2883544
Beacon Pointe Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Collie Financial Planning, Inc. | Asheville, NC | Aug 2005 - Current | 18 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2000 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2001 |
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Total Assets Under Management120MILLIONS
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Total Number of Accounts614ACCOUNTS
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Average Account Value$195,539
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
FL, NC, SC, TN, TX
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