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Michael Reid Collie

Collie Financial Planning, Inc.

Black Mountain, NC

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Current Employers
Collie Financial Planning, Inc.

101 Midland Ave, Black Mountain, NC 28711 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-01-30
NC RA APPROVED 2015-01-22
  • TX RA
    APPROVED_RES
    Since 2017-01-30
  • NC RA
    APPROVED
    Since 2015-01-22

Branch Locations

101 Midland Ave, Black Mountain, NC 28711 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Collie Financial Planning, Inc Asheville NC 08/2005 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-01-09
S63 Uniform Securities Agent State Law Examination 2000-12-13
  • S66 Uniform Combined State Law Examination
    2001-01-09
  • S63 Uniform Securities Agent State Law Examination
    2000-12-13
Designations

View on SEC IAPD

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Other Investors

Sara Kaldahl
James Kenneth Guffey
Averyl Harrison Basolo
CARLI NOLTE PETIT
Scott D. Roy
NICHOLAS SIMON ALDRIDGE
Logan Michael Collie
BRIAN THOMAS FORTUNE

Other Offices

EDWARD JONES · BLACK MOUNTAIN, NC
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fairview, NC
EDWARD JONES · FAIRVIEW, NC
OSAIC INSTITUTIONS, INC. · Asheville, NC
EDWARD JONES · ASHEVILLE, NC
IFC · Asheville, NC

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