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Paul Owens Collinson

Legacy Planning Advisors, LLC

Arlington, VA

CRD 5966510

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Employer firm

Legacy Planning Advisors, LLC CRD 158700

37 advisory clients

Reported services (Item 5G)

  • Financial planning

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

Current Employers
Legacy Planning Advisors, Llc

Arlington, VA • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2012-01-03
  • VA RA
    APPROVED
    Since 2012-01-03

Branch Locations

Arlington, VA • 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
Legacy Planning Advisors, Llc Arlington VA 06/2011 Present
Other Businesses

Mr. Collinson became a member of the GPN Alliance, Inc. (GPNA) on June 6th, 2024. GPNA is a 501(c)(6) not-for-profit member corporation which owns the Garrett Planning Network, LLC. GPNA's mission is to make competent objective financial advice accessible, support the fiduciary standard for advisors, support the Fee-Only compensation structure for advisors and provide holistic financial planning to clients. GPNA provides no dividends or other forms of profit sharing to its members. Mr. Collinson receives no compensation for his participation as a member and spends less than one (1) hour per month on this endeavor. GPNA is located at 1411 Rosedale Avenue, Durham, NC 27707.

Designations
  • Certified Financial Planner

View on SEC IAPD

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