KC
Kallen J. Collier
WESTERN STRATEGIC ASSETS, L.L.C.
Fort Worth, TX 76107
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CRD#: 7900172
KC
Professional summary
Kallen J Collier is a registered financial professional currently at WESTERN STRATEGIC ASSETS, L.L.C. located in Fort Worth, Texas.
Kallen is registered as a RR (Registered Representative) and started their career in finance in 2024. Kallen has worked at 1 firm and has passed the Series 28 exam.
Question & Answer
Are you a "fiduciary"?
No
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.
CRS (Client Relationship Summary) - BD
Click below to view Kallen J Collier'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®
NoneExperience
Current
July 25, 2024 - Present
WESTERN STRATEGIC ASSETS, L.L.C.
Office #1: 3100 W. Seventh Street Suite 300, Fort Worth, TX 76107BD
CRD#: 118757
Fort Worth, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
Principal/Supervisory Exam
RR
Series 28
Date: 7/25/2024
Introducing Broker/Dealer Financial Operations Principal ExaminationSRO Registrations
RR
FINRA
Current Firm
WS
WESTERN STRATEGIC ASSETS, L.L.C.
WESTERN STRATEGIC ADVISORS, L.L.C. | WESTERN STRATEGIC ASSETS, L.L.C. | WESTERN STRATEGIC ADVISORS, L.L.P.
CRD#: 118757 / SEC#: , 8-53684
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information
Main Address
3100 W. Seventh Street Suite 300, Fort Worth, TX 76107
Mailing Address
3100 W. Seventh Street Suite 300, Fort Worth, TX 76107
Phone number
(817) 877-9980
Established
Texas since 09/09/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (1 States and Territories)
Red Flags
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