Unclaimed Profile

Frank Robert Collins

AVANTRA FAMILY WEALTH LLC·MECHANICSBURG, Pennsylvania

Clean recordAVANTRA FAMILY WEALTH LLC

110 STERLING PARKWAY, MECHANICSBURG, PA 17050CRD# 703841Firm CRD# 288209

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Frank Robert Collins · MECHANICSBURG, PA

Registration

CRD #703841 · AVANTRA FAMILY WEALTH LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Frank Robert Collins is a registered financial advisor based in MECHANICSBURG, Pennsylvania, affiliated with AVANTRA FAMILY WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

AVANTRA FAMILY WEALTH, INC.

AUM

$158M

Regulatory assets under management

Employees

Total firm employees

View all advisors at AVANTRA FAMILY WEALTH, INC. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 703841

Firm CRD# 288209

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Frank Robert Collins offer?

Frank Robert Collins specializes in Financial Planning, Investment Management. Contact their office in MECHANICSBURG, Pennsylvania for a consultation.

What are Frank Robert Collins's credentials?

Frank Robert Collins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Frank Robert Collins located?

Frank Robert Collins is based in MECHANICSBURG, Pennsylvania, working with AVANTRA FAMILY WEALTH LLC. Their office serves clients in the MECHANICSBURG metropolitan area and surrounding communities.

How does Frank Robert Collins charge for services?

Frank Robert Collins's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVANTRA FAMILY WEALTH LLC?

AVANTRA FAMILY WEALTH LLC has approximately 6 employees and manages $158M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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