Collective Advisors Employee Directory

Financial ServicesUnited States2-10 Employees

Investment Advisory Services also offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC , is a nationwide partnership of advisors.

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Find Collective Advisors employees' phone numbers or email addresses

Collective Advisors Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Collective Advisors's Leadership

  • Stylized image of a person
    A. F.
    Managing Partner, Senior Wealth Advisor
    Phone icon
  • Stylized image of a person
    N. M.
    Associate Wealth Advisor, Vice President Operations
    Phone icon
  • Stylized image of a person
    L. C.
    Operations Manager
    Phone icon
  • Stylized image of a person
    G. G.
    Senior Wealth Advisor / Retirement Plan Specialist
    Phone icon
  • Stylized image of a person
    M. M.
    Senior Marketing Coordinator And Operations Analyst
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  • Stylized image of a person
    K. A.
    Senior Wealth Advisor
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  • Stylized image of a person
    B. P.
    Client Services Associate
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  • Stylized image of a person
    K. G.
    Client Services Associate
    Phone icon

Contact profiles from Collective Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. F.
    Managing Partner, Senior Wealth Advisor
    Phone icon
    United StatesTexas
    Oct 26, 2025
  • Stylized image of a person
    N. M.
    Associate Wealth Advisor, Vice President Operations
    Phone icon
    United StatesTexas
    Oct 15, 2025
  • Stylized image of a person
    L. C.
    Operations Manager
    Phone icon
    United StatesTexas
    Oct 15, 2025
  • Stylized image of a person
    G. G.
    Senior Wealth Advisor / Retirement Plan Specialist
    Phone icon
    United StatesTexas
    Oct 15, 2025
  • Stylized image of a person
    M. M.
    Senior Marketing Coordinator And Operations Analyst
    Phone icon
    United StatesTexas
    Oct 31, 2025
  • Stylized image of a person
    K. A.
    Senior Wealth Advisor
    Phone icon
    United StatesTexas
    Oct 15, 2025
  • Stylized image of a person
    B. P.
    Client Services Associate
    Phone icon
    United StatesTexas
    Oct 15, 2025
  • Stylized image of a person
    K. G.
    Client Services Associate
    Phone icon
    United StatesTexas
    Nov 10, 2025

Frequently Asked Questions

What is Collective Advisors known for?

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Collective Advisors was founded in 2020 operates in the Financial Services industry. The company's main headquarters is located in 3755 S Capital of Texas Hwy, Ste. 100 Austin, Texas 78704, US. Explore Collective Advisors's company overview page for more information.

What is Collective Advisors's most common email format?

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Collective Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Collective Advisors email formats with LeadIQ.

How many employees does Collective Advisors have currently?

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Collective Advisors has approximately 8 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Collective Advisors's key employees and leadership?

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As of October 2025, Collective Advisors's key employees include:

  • Managing Partner, Senior Wealth Advisor: A. F.
  • Associate Wealth Advisor, Vice President Operations: N. M.
  • Operations Manager: L. C.
  • Senior Wealth Advisor / Retirement Plan Specialist: G. G.
  • Senior Marketing Coordinator And Operations Analyst: M. M.

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