James CollinsCRD Number: 1937639
Current Firm: Blue Rock Wealth Management, LLC
James Collins (CRD# 1937639) is an Investment Advisor Representative working at Blue Rock Wealth Management, LLC in Winston Salem, NC and has over 19 years of experience in the finance industry.
Triad Financial Advisors, Inc.
Nfp Advisor Services, LLC
Ameriprise Financial Services, Inc.
|Cetera Advisor Networks LLC||El Segundo, CA||Jan 2013 - Current||4|
|Blue Rock Wealth Management||Winston Salem, NC||Feb 2009 - Current||8|
|Financial Network||El Segundo, CA||May 2001 - Dec 2012||11|
|Hunt Collins & Associates||Winston-salem, NC||May 1997 - Feb 2009||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1997|
Total Assets Under Management205MILLIONS
Total Number of Accounts721ACCOUNTS
Average Account Value$284,530
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
LA, NC, PA, VA