Steven Collie Email & Phone Number
LPL Financial Advisor @ Ashworth Financial Group
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Steven Collie Location
- Tryon, NC, US
Steven Collie Work
- LPL Financial Advisor @ (April 2020 - Present)
- Vice President-Investment Officer @ (April 2014 - April 2020)
- Associate Vice President - Investment Officer @ (May 2009 - April 2014)
- Financial Advisor @ Wachovia Securities,LLC (January 2008 - May 2009)
- Financial Consultant @ A.G. Edwards (August 1997 - January 2008)
- Director-Specialized Marketing Administration @ Liberty Life Insurance (July 1991 - August 1997)
Steven Collie Education
- North Carolina State University
Bachelor of Science (B.S.) (Computer Science)
1976-1980
Steven Collie Skills
- Investments
- Financial Services
- Retirement Planning
- Insurance
- 401k Rollovers
- Asset Allocation
- Risk Management
- Estate Investment Planning
- Investment Planning
- Strategic Planning
- Risk Assessment
- Public Speaking
- Finance
Steven Collie Summary
- Steven Collie, based in Tryon, NC, US, is currently a LPL Financial Advisor at Ashworth Financial Group. Steven Collie brings experience from previous roles at Wells Fargo Advisors, Wachovia Securities,LLC and A.G. Edwards. Steven Collie holds a 1976 - 1980 Bachelor of Science (B.S.) in Computer Science @ North Carolina State University. With a robust skill set that includes Investments, Financial Services, Retirement Planning, Insurance, 401k Rollovers and more.
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