Paul O. Collinson

LEGACY PLANNING ADVISORS

Arlington, VA

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CRD#: 5966510

Professional summary

Paul Owens Collinson, CFP® is a registered financial advisor currently at LEGACY PLANNING ADVISORS, LLC located in Arlington, Virginia.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Paul has worked at 1 firm .

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.

Mr. Collinson became a member of the GPN Alliance, Inc. (GPNA) on June 6th, 2024. GPNA is a 501(c)(6) not-for-profit member corporation which owns the Garrett Planning Network, LLC. GPNA's mission is to make competent objective financial advice accessible, support the fiduciary standard for advisors, support the Fee-Only compensation structure for advisors and provide holistic financial planning to clients. GPNA provides no dividends or other forms of profit sharing to its members. Mr. Collinson receives no compensation for his participation as a member and spends less than one (1) hour per month on this endeavor. GPNA is located at 1411 Rosedale Avenue, Durham, NC 27707.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Owens Collinson'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

Start date: 2010

Experience

Current

January 3, 2012 - Present

LEGACY PLANNING ADVISORS, LLC

RIA

CRD#: 158700

Arlington, VA

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

Virginia
(1/3/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

LEGACY PLANNING ADVISORS, LLC

CRD#: 158700 / SEC#:

Virginia

Registered Investment Advisory firm - (1/3/2012 Approved)

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Contact information

Main Address

Arlington, VA

Mailing Address

Po Box 50681, Arlington, VA 22205-5681

Phone number

(703) 298-9133

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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