Heidi Collins (CRD# 5077250) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 18 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w. Cole Financial, Inc. | Tampa, FL | Apr 2017 - Current | 7 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Apr 2017 - Current | 7 |
| Cetera Investment Advisers LLC | Milan, IL | Jan 2014 - Apr 2017 | 3 |
| Blackhawk Bank & Trust | Milan, IL | Jan 2011 - Apr 2017 | 6 |
| Cetera Investment Services LLC | St. Cloud, MN | Dec 2005 - Apr 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2006 |
- IA
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Total Assets Under Management5,736MILLIONS
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Total Number of Accounts25,612ACCOUNTS
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Average Account Value$223,952
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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