Adam Collins, financial advisor Shenandoah TX

Adam Collins

CRD Number: 6107247
Current Firm: Outlook Wealth Advisors, LLC

Adam Collins (CRD# 6107247) is an Investment Advisor Representative working at Outlook Wealth Advisors, LLC in Shenandoah, TX and has over 9 years of experience in the finance industry.

Similar Advisors
Ian Abbott, financial advisor Shenandoah TX
Ian H. Abbott
CRD# 5637067
Valic Financial Advisors, Inc.
Similar Advisors
Catherine Abbruscato, financial advisor Shenandoah TX
Catherine E. Abbruscato
CRD# 5776541
Equitable Advisors, LLC
Similar Advisors
Karen Abramski, financial advisor Shenandoah TX
Karen K. Abramski
CRD# 4079212
Lpl Financial LLC
Company Name Location Dates Years
Outlook Wealth Advisors, LLC Shenandoah, TX Sep 2019 - Current 2
Bank Of America, N.a. Kingwood, TX May 2018 - Sep 2019 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Kingwood, TX Apr 2018 - Sep 2019 1
Lpl Financial, LLC Houston, TX Mar 2017 - Apr 2018 1
Texas Dow Employee Cu Houston, TX Mar 2017 - Apr 2018 1
Bbva Securities Inc. Houston, TX May 2013 - Mar 2017 3
Bbva Compass Insurance Agency, Inc. Austin, TX May 2013 - Mar 2017 3
Compass Bank Birmingham, AL Feb 2013 - Mar 2017 4
Landry's Kemah, TX Apr 2013 - Aug 2013 < 1
Bbva Compass Investment Solutions Inc. Seabrook, TX Apr 2013 - May 2013 < 1
J.p. Morgan Securities LLC Cypress, TX Oct 2012 - Feb 2013 < 1
Jpmorgan Chase Bank Cypress, TX Apr 2011 - Feb 2013 1
Chase Investment Services Corp Cypress, TX Aug 2012 - Oct 2012 < 1
Spec's Family Partners Katy, TX Jun 2009 - Jun 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2012
S65 NASAA Investment Advisors Law Examination Jul 2017
Contact Info for Adam Collins
Phone Number: 281-872-1515
Registered State(s):
  • TX
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.