Business Description

FREEDOM TO PURSUE YOUR LIFESTYLE
Your personal finances should give you personal freedom ? the chance to enjoy an active life, with rewarding new adventures and new memories.

If you have dreamed of having that kind of freedom, then Linda and Meris Collier are the team that can help you sustain your lifestyle and your wealth, with the option of socially responsible investment.

PLAN TO SUSTAIN YOUR LIFESTYLE
With a tiered pool distribution strategy, you can structure your retirement funds to produce consistent income for life. Linda and Meris can create such a strategy to help you grow and preserve capital as well as simplify your financial life. Linda and Meris can assemble a portfolio today which gives you access to institutional money managers normally available only to multimillion-dollar investors. Investments that are customized to align with your goals and values.

General Information

Gender:

Female

CRD#:

1304049

Years of Experience in Financial Services:

Education

Academic Background

BA, Business Finance - University of Washington (1967)

Services

Investment Types:

Stocks Mutual Funds, Bonds, Stocks, Annuities, Bond Mutual Funds, International Investments, 76504, Alternative Investments

Qualifications & Memberships

Certifications, Accreditations & Designations:

Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 63, Insurance License (Life & Health; Long Term Care; Specify below), Series 7, Series 65, Series 6

Firm Information

Number of Advisors in Office:

Up to 10 employees

Assets Managed by Firm:

Yes

Compensation & Fees

Fee % Based on Assets:

Additional Details on Charges:

Free initial consultation

Prepared By:

Linda Collier