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.

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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
    409
    MILLIONS
  • Total Number of Accounts
    2,391
    ACCOUNTS
  • Average Account Value
    $171,263
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

FL, OK, TX

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