Collin Fingon
Advisor at Global Assets Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Global Assets Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Global Assets Advisory, LLC
Location
Rutland, VT
Credentials
Series 66
Industry experience
21 years
Fixed fee engagements negotiated based on expected hours for financial planning and consulting services
Up to 3.00% annually, negotiated based on factors including size of relationship and complexity, fees customized per client
Up to $500 per hour for financial planning and consulting services
Account minimum: Not stated / null
International Assets Investments Management LLC
2024 - Present (2 years)
Global Assets Advisory LLC
2024 - Present (2 years)
Cetera Investment advisers LLC
2024 - 2024 (1 year)
118 Merchants, LLC dba Brix Wine Bar
2016 - Present (10 years)
Bright Futures Wealth Management, LLC
2016 - 2024 (8 years)
Cetera Advisors LLC
2013 - 2024 (11 years)
Bright Futures Wealth Management, LLC
2011 - 2024 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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