Everett Taylor Collins

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2000 → Present
  Raymond James & Associates, Inc.
  San Antonio, TX

Other Businesses

(1)Name of Business: Finca Collins LLC Address: 1270 CR 121, Hondo, TX, 78861, United States Activity Type: Agriculture/Farming Position/Title: Other Investment Related: No Start Date: 10/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I will be sole "members." The LLC is being created to lease our land out to a cattle operator in order to maintain the current Agricultural Exemption. (2)Name of Business: St. Luke's Episcopal School Address: 323 Bushnell Ave, San Antonio, TX, 78212, United States Activity Type: Non profit Position/Title: Advisory Board Investment Related: Yes Start Date: 09/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The endowment fund is managed by Merrill Lynch. They chose ETFs to work within the guidelines established when the fund was created. The advisory board listens to the quarterly performance report given by Merrill Lynch. I do not make any investment decisions. We are asked to make sure the fund is operating as originally designed. If it is not, the Chair of the board elevates it to the school's board of trustees. My understanding is that this has never occurred. Total Assets = roughly $2mm only.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-21
• S63 Uniform Securities Agent State Law Examination
  1991-02-15

Other Names

• Everett Collins