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TD Ameritrade Names Adviser Transitions Director
Collins will lead recruiting and consulting efforts to brokers and advisers who are considering becoming hybrid or fee-only independent registered investment adviser (RIAs). He will focus on developing tools, resources and consulting advice to enhance the adviser experience when they are making the transition to the independent channel.
Collins has nearly 20 years of advisory industry experience. Before joining TD Ameritrade Institutional, he was the managing partner and chief executive of FirstPoint Partners, a consulting firm that provides strategy and guidance for advisers considering the independent channel. Collins spent 13 years at LPL Financial in a variety of recruiting roles, including senior vice president of business development. He began his career as an adviser with Merrill Lynch.
Collins holds a bachelor’s degree in psychology from Texas A&M University as well as Series 7, 63 and 65 licenses.