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Meredith Karman Collins

Investment Adviser Representative at SAN LUIS WEALTH ADVISORS

SAN LUIS OBISPO, CACRD #6268908Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
California
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/6/2018
Series 7TO
General Securities Representative Examination
Passed 3/15/2024
SIE
Securities Industry Essentials Examination
Passed 10/5/2018
Series 7
General Securities Representative Examination
Passed 10/4/2018

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

SAN LUIS WEALTH ADVISORS Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LPL FINANCIAL LLC
8/2/2019 – 9/29/2020SAN LUIS OBISPO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
10/4/2018 – 7/16/2019SAN LUIS OBISPO, CA

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Meredith Karman Collins has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.