Advisor at Legacy Investment Strategies, 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
Legacy Investment Strategies, LLC
Location
Hagerstown, MD 21740
Credentials
Series 63, Series 65, Series 66
Industry experience
31 years
David Collins is a financial advisor with Legacy Investment Strategies, LLC, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. His prior roles include positions at LPL Financial, Crown Capital Securities, and Wilbanks Securities. Outside of advising, he works as a fitness instructor in Hagerstown, MD. Legacy Investment Strategies serves individual and high-net-worth clients, small businesses, trusts, estates, pooled vehicles, and charities by offering discretionary portfolio management, financial planning, and referrals to third-party managers. The firm employs asset allocation and security selection based on fundamental and technical analysis, with regular account reviews and attention to rebalancing and tax-loss harvesting.
Based on Legacy Investment Strategies, LLC
Up to $7,500 maximum annual fee for financial planning services, negotiable based on complexity
2.00% annually
$250 per hour for financial planning services
Account minimum: $25,000
119 King Street
Hagerstown, MD 21740
Maryland
LPL Financial
2024 - Present (2 years)
Legacy Investment Strategies, L.L.C.
2024 - Present (2 years)
Crown Capital Securities, Lp
2018 - 2024 (6 years)
Cabot Lodge Securities, LLC
2017 - 2018 (1 year)
King Street Professional Center
2014 - Present (12 years)
Aflac
2012 - 2024 (12 years)
Global Business Funding
2012 - 2024 (12 years)
Wilbanks Securities, Inc.
2010 - 2017 (7 years)
Wilbanks Securities Advisory
2010 - 2017 (7 years)
David M. Collins Self Employment
2010 - Present (16 years)
i2 ADVISORS/Integra Wealth Solutions
1995 - Present (31 years)
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Series 63, Series 66
Hagerstown, MD
Capital Investment Advisory Services, LLC
Series 63, Series 65
Hagerstown, MD
CWM, LLC
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