John Thomas Mccollum
Advisor at Guardian Life — Augusta, GA
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.
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.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
32 years
Location
Augusta, GA 30909
Guardian Life
Enterprise
John Mccollum is a CFP® professional with over 31 years of experience in the financial services industry. He has been with Primerica Advisors since 1999 and also has longstanding roles with The Guardian Life Insurance Company and Peachtree Planning Corporation. Outside of his primary roles, he is involved in selling insurance products beyond Guardian offerings. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies and programs.
Based on Guardian Life
Based on Guardian Life
Flat fees for financial planning, consulting, business exit consulting generally $500 to $30,000.
$0 - $499,999.99: 2.05% (Park Avenue Portfolio Select Program maximum client fee) $500,000 - $999,999.99: 2.00% (Park Avenue Portfolio Select Program maximum client fee) $1,000,000 - $1,999,999.99: 1.95% (Park Avenue Portfolio Select Program maximum client fee) $2,000,000+: 1.90% (Park Avenue Portfolio Select Program maximum client fee)
Brokerage commissions on transaction-based accounts; ticket charges $10 per transaction for Park Avenue Portfolio Select.
Hourly fees for financial planning and consulting generally $100 to $500 per hour.
Subscription-Based Financial Planning fees up to $25,000 per agreement annually; Subscription-Based Business Financial Consulting fees up to $30,000 annually or per engagement.
Account minimum: $5,000 (VestWise minimum), $10,000 (most Park Avenue Proprietary Programs minimums, including Park Avenue Portfolio Select [closed to new investors], Park Avenue Signature Portfolio, Foundations, Quantitative Innovations, Park Avenue Strategist Select and Plus, UMA Select) Minimum fee: Annual Platform Fee minimum $90 per household for Park Avenue Proprietary Programs other than VestWise. Fee-only: Advisory and financial planning fees negotiated; financial planning fees range generally $100/hour to $500/hour or flat fees $500 to $25,000; subscription plans up to $25,000 annually.
Augusta, GA
3 George C. Wilson Court
Augusta GA 30909
Advisors at this office
2
Alabama · Arizona · Arkansas · California · Florida · Georgia · Illinois · Michigan · Nevada · New York · North Carolina · Oklahoma · Oregon · South Carolina · Texas · Virginia · Wisconsin
32 years of industry experience
Guardian Life
1999 - Present • 27 years
Augusta, GA
The Guardian Life Insurance Company
1993 - Present • 33 years
Augusta, GA
Peachtree Planning Corporation
1992 - Present • 34 years
Augusta, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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