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Collin Mccrary

Advisor at Benjamin F. Edwards & Company, Inc.

Updated today

Location

Troy, AL 36079

Credentials

Series 63

Industry experience

38 years

About

Collin Mccrary is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and 38 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, as well as Cox & Associates, Inc. Outside of his advisory role, he volunteers as a spotter for NBC Sports during select PGA Tour golf events. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a variety of advisory programs and investment strategies, combining firm-developed and third-party models, with oversight from an Investment Strategy Committee.

Client services

Based on Benjamin F. Edwards & Company, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Benjamin F. Edwards & Company, Inc.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Benjamin F. Edwards & Company, Inc.

Executive Founder/Business Owner

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Fee options

Fixed

Financial Planning negotiable flat fees; Plan Participant Consulting one-time fees with $200 minimum

Percentage

$0 - $250,000: 1.50% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $250,001 - $500,000: 1.25% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $500,001 - $1,000,000: 1.00% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $1,000,001+: 0.75% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $0 - $250,000: 2.25% (Exchange Traded Fund Portfolios - Confluence, First Trust) $250,001 - $500,000: 1.75% (Exchange Traded Fund Portfolios - Confluence, First Trust) $500,001 - $1,000,000: 1.50% (Exchange Traded Fund Portfolios - Confluence, First Trust) $1,000,001+: 1.25% (Exchange Traded Fund Portfolios - Confluence, First Trust) $0 - $250,000: 1.75% (Exchange Traded Fund Portfolios - Morningstar) $250,001 - $500,000: 1.50% (Exchange Traded Fund Portfolios - Morningstar) $500,001 - $1,000,000: 1.25% (Exchange Traded Fund Portfolios - Morningstar) $1,000,001+: 1.00% (Exchange Traded Fund Portfolios - Morningstar) $0 - $100,000: 1.25% (Exchange Traded Fund Portfolios - BFE models) $100,001 - $350,000: 1.00% (Exchange Traded Fund Portfolios - BFE models) $350,001+: 0.75% (Exchange Traded Fund Portfolios - BFE models) $0 - $250,000: 2.00% (Client Portfolios) $250,001 - $500,000: 1.50% (Client Portfolios) $500,001 - $1,000,000: 1.25% (Client Portfolios) $1,000,001 - $2,500,000: 1.00% (Client Portfolios) $2,500,001 - $5,000,000: 0.65% (Client Portfolios) $0 - $250,000: 2.25% (Private Portfolios) $250,001 - $500,000: 1.75% (Private Portfolios) $500,001 - $1,000,000: 1.50% (Private Portfolios) $1,000,001 - $2,500,000: 1.25% (Private Portfolios) $2,500,001 - $5,000,000: 0.85% (Private Portfolios) $5,000,001+: 0.75% (Private Portfolios) $0 - $500,000: 2.75% Equity / 1.25% Fixed Income (Separately Managed Portfolios) $500,001 - $1,000,000: 2.25% Equity / 1.15% Fixed Income (Separately Managed Portfolios) $1,000,001 - $2,500,000: 1.75% Equity / 1.00% Fixed Income (Separately Managed Portfolios) $2,500,001+: 1.25% Equity / 0.85% Fixed Income (Separately Managed Portfolios) $0 - $500,000: 2.25% (Unified Managed Account) $500,001 - $1,000,000: 1.75% (Unified Managed Account) $1,000,001 - $2,500,000: 1.25% (Unified Managed Account) $2,500,001+: 1.00% plus manager cost 0.00% to 0.50% (Unified Managed Account)

Commissions

Brokerage accounts with transaction-based commissions; commissions refunded if advisory account more appropriate.

Project-based

Financial Planning hourly rate $300/hour

Subscriptions

Plan Participant Consulting may be charged as annual flat fee or based on plan value, minimum $200, max 1% of plan value

Other

Account minimum: $5,000 Minimum fee: $125 minimum annual fee applies to all investment advisory accounts Fee-only: Financial Planning: $300/hour or negotiable flat fee; Retirement Plan Consulting, Investment Management Consulting, and Plan Participant Consulting fees are negotiable and depend on services provided.

Location

401 Elba Hwy

Troy, AL 36079

Most active in

Alabama · Texas

Work history

Benjamin F. Edwards

2022 - Present (4 years)

Wells Fargo Clearing

2016 - 2022 (6 years)

WELLS FARGO ADVISORS LLC

2009 - 2016 (7 years)

Cox & Associates, Inc.

1987 - 2022 (35 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Tyson P

Series 63, Series 66

Troy, AL

Benjamin F. Edwards & Company, Inc.

Tyson Pugh is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services LLC and American Fidelity Assurance. Outside of his advisory role, he owns and operates a cattle farming business in Troy, Alabama. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, and nonprofit organizations. The firm offers a variety of advisory programs and employs a combination of firm-developed and third-party investment models with ongoing strategic oversight.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Ashley C

Series 66

Troy, AL

Benjamin F. Edwards & Company, Inc.

Ashley Chaisson is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. She holds a Series 66 designation and has prior roles in community and outreach organizations as well as customer service positions. Outside of her advisory work, she is a barre instructor in Troy, Alabama. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that combine firm-developed and third-party models with periodic strategic review.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Charles C

Series 66

Troy, AL

Benjamin F. Edwards & Company, Inc.

Charles Carson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He previously worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing before joining Benjamin F. Edwards in 2022. Carson is also the author of the book *Made to Multiply*. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models with ongoing oversight from an Investment Strategy Committee.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Ian M

Series 66

Troy, AL

Edward Jones

Ian Mc Gaughey is a financial advisor with Edward Jones in Troy, Alabama, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Edward Jones, he spent time at New York Life and has experience in various business ventures including outdoor retail and design. Outside of his advisory work, Mc Gaughey volunteers as a golf coach at Charles Henderson High School. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients, offering multiple advisory programs and a nationwide network of over 23,700 financial advisors. The firm provides discretionary and non-discretionary investment solutions, tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Walter C

Series 63, Series 66

Troy, AL

Cetera

Walter Cotton Jr. is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Avantax Investment Services, Inc. and related entities for over a decade. Outside of his advisory role, he serves as treasurer for the nonprofit United Appeal and holds a board position with the Pike County Republican Executive Committee. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement

Kenneth G

Series 66

Troy, AL

Edward Jones

Kenneth Green is a financial advisor at Edward Jones with 13 years of industry experience and holds the Series 66 designation. He has worked at Edward Jones since 2012. Outside of his advisory role, he officiates youth soccer matches as a referee for the United States Soccer Federation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies, operating under a fiduciary standard.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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