Brandon James Collier

Employer firm

Collier Financial, Inc CRD 175207

$161M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• CONSULTING

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

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

Current Employers

Employment History

• 08/2004 → Present
  Lpl Financial, Llc
  Denver, CO
• 02/2015 → Present
  Collier Financial, Inc.
  Denver, CO

Previous Registrations

• 2005-04-07 → 2011-03-04
  Collier Associates, Financial Advisors, Inc.
  Littleton, CO

Other Businesses

1. 6/16/2015 - Collier Financial, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 04/01/2015 - 150 Hours Per Month/6 Hours During Securities Trading - Time Spent 94% - I provide investment advisory services through Collier Financial, Inc., an independent investment advisor firm. I started this business activity in 04/2015. I expect to spend approximately 150 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 10/26/2016: Collier Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/20/2015 - 40 Hours Per Month During Securities Trading. 3. 6/29/2018 - 1329 American Way LLC - Investment Related - Breckenridge, CO - Real Estate Rental - Start Date:06/29/2018 - 4 Hours Per Month/0 Hours During Trading - Vacation rental. 4. 5/20/2020 - 'Collier - Retirement by Design' - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/18/2020 - 160 Hours Per Month/8 Hours During Securities Trading. 5. 5/20/2020 - Collier Financial, Inc. - DBA: (Hybrid) 'Collier - Retirement by Design' - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 05/19/2020 - 160 Hours Per Month/8 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2005-03-24