Brian A. Collins

COMPREHENSIVE INVESTMENT MANAGEMENT

Philadelphia, PA

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CRD#: 4604546

Professional summary

Brian Andrew Collins MR., CFP®, who also goes by Brian Andrew Collins, is a registered financial advisor currently at COMPREHENSIVE INVESTMENT MANAGEMENT, LLC located in Philadelphia, Pennsylvania.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Brian has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Andrew Collins

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Brian is a certified public accountant and co-owner of Collins CPAs, an accounting firm that is not investment-related. The business's address is 128 East State Street, Media, PA 19063. Brian works approximately 160 hours per month, which includes time during securities trading hours. Collins CPA provides accounting and tax preparation services to individuals and businesses. The CIM relationship started on 2/1/2005. Brian's primary work related to CIM is tax preparation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Andrew Collins MR.'s CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

February 8, 2005 - Present

COMPREHENSIVE INVESTMENT MANAGEMENT, LLC

Office #2: 128 East State Street, Media, PA 19063

RIA

CRD#: 133272

Philadelphia, PA

Past

November 26, 2002 - December 31, 2004

MC2 FINANCIAL ADVISERS, INC.

RIA

CRD#: 116309

NEWTOWN SQUARE, PA

Past

January 20, 1998 - December 2, 2002

COLLINS & COMPANY FINANCIAL ADVISERS

RIA

CRD#: 123984

MEDIA, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(2/8/2005)

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Exams

Current Firm

COMPREHENSIVE INVESTMENT MANAGEMENT, LLC

CRD#: 133272 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (2/8/2005 Approved)

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Contact information

Main Address

North Wales, PA

Mailing Address

Phone number

(610) 960-1068

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	39
AUM (Assets Under Management)	$ 43,783,110

Red Flags

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Brian A. Collins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Andrew Collins MR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

COMPREHENSIVE INVESTMENT MANAGEMENT, LLC

MC2 FINANCIAL ADVISERS, INC.

COLLINS & COMPANY FINANCIAL ADVISERS

State Registrations and Notice Filings

Exams

Current Firm

COMPREHENSIVE INVESTMENT MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COMPREHENSIVE INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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