Collin Flathers, financial advisor Dallas TX
90 score

Collin Flathers

CRD Number: 6022371
Current Firm: Sagepoint Financial, Inc.

Collin Flathers (CRD# 6022371) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Dallas, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Sagepoint Financial, Inc. Dallas, TX Aug 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Aug 2015 < 1
Morgan Stanley Dallas, TX Dec 2012 - Aug 2015 2
Hornor Townsend & Kent Inc. Horsham, PA May 2012 - Dec 2012 < 1
Penn Mutual Life Ins Co Horsham, PA May 2012 - Dec 2012 < 1
Sagepoint Financial Lubbock, TX Apr 2012 - May 2012 < 1
University Of Texas Austin, TX Aug 2007 - May 2012 4
Heritage Title Company Austin, TX Jan 2010 - Dec 2011 1
Acn Austin, TX Jan 2009 - Jan 2010 1
Noble Capital Austin, TX May 2009 - Aug 2009 < 1
National League Of Junior Cotillions Lubbock, TX Jan 2004 - May 2009 5
Camp Longhorn Burnet, TX Jun 2007 - Aug 2007 < 1
Coronado High School Lubbock, TX Aug 2003 - May 2007 3
Camp Longhorn Burnet, TX Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Collin K. Flathers
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    4,385
    MILLIONS
  • Total Number of Accounts
    23,011
    ACCOUNTS
  • Average Account Value
    $190,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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