Richard Collins, financial advisor Midvale UT

Richard Collins

CRD Number: 1623446
Current Firm: Divergent Wealth Advisors, LLC

Richard Collins (CRD# 1623446) is an Investment Advisor Representative working at Divergent Wealth Advisors, LLC in Midvale, UT and has over 33 years of experience in the finance industry. Richard 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.

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Professional Designations
Company Name Location Dates Years
Divergent Wealth Advisors, LLC Midvale, UT Apr 2017 - Current 3
Purshe Kaplan Sterling Investments Albany, NY Apr 2017 - Sep 2018 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Apr 2017 2
Morgan Stanley Smith Barney Salt Lake City, UT Jun 2009 - Apr 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1987
S65 NASAA Investment Advisors Law Examination Feb 1993
Contact Info for Richard E. Collins
Phone Number: 385-237-4000
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States


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

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