James CollinsCRD Number: 1189475
Current Firm: Geneos Wealth Management, Inc.
James Collins (CRD# 1189475) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Colorado Springs, CO and has over 20 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Horizons Sustainable Financial Services, Inc.
Intervest International, Inc.
|Collins Wealth Management Inc.||Boca Raton, FL||Jun 2008 - Current||9|
|Geneos Wealth Management Inc.||Boca Raton, FL||Jul 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1997|
|S65||NASAA Investment Advisors Law Examination||Oct 2007|
Total Assets Under Management2,024MILLIONS
Total Number of Accounts10,968ACCOUNTS
Average Account Value$184,545
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV