Cole Durkin (CRD# 6616458) is an Investment Advisor Representative working at Insight Wealth Strategies, LLC in San Ramon, CA and has over 7 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Insight Wealth Strategies | Houston, TX | Mar 2020 - Current | 4 |
| Insight Wealth Strategies | Houston, TX | Apr 2018 - Mar 2020 | 1 |
| Lincoln Financial Advisors Corporation | Houston, TX | Feb 2016 - Apr 2018 | 2 |
| Unemployed | Orange, TX | Dec 2015 - Feb 2016 | < 1 |
| Koch Pipeline | Port Arthur, TX | May 2015 - Dec 2015 | < 1 |
| Madisons Bar And Grill | Beaumont, TX | Sep 2014 - May 2015 | < 1 |
| Lamar University | Beaumont, TX | Aug 2014 - Sep 2014 | < 1 |
| Strike, LLC | The Woodlands, TX | May 2014 - Aug 2014 | < 1 |
| Jt Thorpe | Beaumont, TX | Jan 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2016 |
- CA
-
Total Assets Under Management852MILLIONS
-
Total Number of Accounts1,947ACCOUNTS
-
Average Account Value$437,495
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, LA, MI, NE, NH, NV, TX, UT, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.