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Garry E. Collins

WHITESTONE CAPITAL MANAGEMENT
Clarksville, IN
Some features on this profile are disabled
CRD#: 5413944
GC

Professional summary

Garry Edward Collins is a registered financial advisor currently at WHITESTONE CAPITAL MANAGEMENT LLC located in Clarksville, Indiana.

Garry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Garry has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garry Edward Collins'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®
None

Experience

Current

August 30, 2021 - Present

WHITESTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 315646
Clarksville, IN
Past

January 16, 2014 - February 2, 2023

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 141413
CLARKSVILLE, IN
Past

November 6, 2009 - March 1, 2013

REAP FINANCIAL GROUP, LLC

RIA
CRD#: 144560
CLARKSVLLE, IN
Past

August 29, 2007 - October 13, 2009

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 141413
LOUISVILLE, KY

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
Indiana
(8/30/2021)
IAR
Kentucky
(5/9/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/4/2007
Uniform Investment Adviser Law Examination

Current Firm

WC
WHITESTONE CAPITAL MANAGEMENT LLC
HERITAGE FINANCIAL PLANNING LLC | WHITESTONE CAPITAL MANAGEMENT, LLC | WHITESTONE CAPITAL MANAGEMENT LLC | PROVIDENT RETIREMENT AND FINANCIAL SERVICES, INC.

CRD#: 315646 / SEC#:

Indiana
Registered Investment Advisory firm - (8/30/2021 Approved)
Kentucky
Registered Investment Advisory firm - (5/9/2023 Approved)
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Contact information

Main Address
110 E Market St, New Albany, IN 47150
Mailing Address
Phone number
(812) 697-1537
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts171
AUM (Assets Under Management)$ 11,512,374

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WHITESTONE CAPITAL MANAGEMENT LLC

CRD#: 315646Clarksville, IN

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