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Paul Harker Collins

AMERICAN TRUST INVESTMENT ADVISORS, LLC·LEBANON, New Hampshire
Series 65Clean record24 years registeredAMERICAN TRUST INVESTMENT ADVISORS, LLC
67 ETNA ROAD, LEBANON, NH 03766-1358CRD# 4433717Firm CRD# 114439

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Harker Collins · LEBANON, NH
Registration
CRD #4433717 · AMERICAN TRUST INVESTMENT ADVISORS, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

AMERICAN TRUST INVESTMENT ADVISORS, LLC
Feb 2009 – present
AMERICAN TRUST INVESTMENT ADVISORS, LLC
Aug 2002 – Oct 2003
LEBANON, NH
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 5, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AMERICAN TRUST INVESTMENT ADVISORS, LLC
CRD 114439 · SEC 801-60454
AUM
$308M
Regulatory assets under management
Employees
5
260 client accounts
Services offered by AMERICAN TRUST INVESTMENT ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at AMERICAN TRUST INVESTMENT ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Paul Harker Collins offer?
Paul Harker Collins specializes in Investment Management, Fee-Only Advisory. Contact their office in LEBANON, New Hampshire for a consultation.
What are Paul Harker Collins's credentials?
Paul Harker Collins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Harker Collins located?
Paul Harker Collins is based in LEBANON, New Hampshire, working with AMERICAN TRUST INVESTMENT ADVISORS, LLC. Their office serves clients in the LEBANON metropolitan area and surrounding communities.
How does Paul Harker Collins charge for services?
Paul Harker Collins's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMERICAN TRUST INVESTMENT ADVISORS, LLC?
AMERICAN TRUST INVESTMENT ADVISORS, LLC has approximately 5 employees and manages $308M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Andrew Carey Callaghan
LEBANON, NH

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