Dion Collins (CRD# 1441191) is an Investment Advisor Representative working at James Curtis Financial And Insurance Services in Fullerton, CA and has over 34 years of experience in the finance industry. Dion Collins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dion M. Collins, Inc. D/b/a Collins Advisory | Fullerton, CA | Jan 1999 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1989 |
- CA
- TX
-
Total Assets Under Management78MILLIONS
-
Total Number of Accounts200ACCOUNTS
-
Average Account Value$391,167
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, TX
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