Geoffrey Bryce Collins

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Wilmington, NC
• 11/2016 → 03/2022
  Wells Fargo Clearing Services, Llc
  Wilmington, NC
• 03/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Wilmington, NC

Previous Registrations

• 2004-12-07 → 2022-03-04
  Wells Fargo Clearing Services, Llc
  Wilmington, NC
  Wilmington, NC
  Wilmington, NC
• 2003-04-15 → 2004-12-08
  Advantage Capital Corporation
  Atlanta, GA
• 2003-04-15 → 2004-08-26
  Fsc Securities Corporation
  Atlanta, GA

Other Businesses

J.R. MURCHISON & PARTNERS, LLC, INV RELATED, WILMINGTON, NC, 10% OWNERSHIP, 6/8/2021, 10 HOURS PER MONTH, 5 HOURS DURING TRADING, FINET PRACTICE.| POWER OF AUTHORITY FOR MOTHER; INV RELATED; WILMINGTON, NC; POA; START DATE 03/20/2025; 1 HOUR PER MONTH; 1 HOUR DURING TRADING

Exams

• S66 Uniform Combined State Law Examination
  2001-03-26
• S63 Uniform Securities Agent State Law Examination
  1998-06-11

Designations

• Certified Financial Planner

Other Names

• Geoff Collins