Collins Advisory

Collins Advisory (CRD# 112085) is a financial advisory firm headquartered in , . They manage $42,406,632 in 152 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    152
    ACCOUNTS
  • Average Account Value
    $278,991
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Collins Advisory
Showing 1 - 2 of 2 top financial advisors.
1
Dion M. Collins
CRD#: 1441191
Fullerton, CA
96
Wealthminder
score

Dion Collins (CRD# 1441191) is an Investment Advisor Representative working at Collins Advisory in Fullerton, CA and has over 27 years of experience in the finance industry. Dion 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.

2
James M. Curtis
CRD#: 5557007
Costa Mesa, CA
96
Wealthminder
score

James Curtis (CRD# 5557007) is an Investment Advisor Representative working at Collins Advisory in Costa Mesa, CA and has over 8 years of experience in the finance industry. James Curtis 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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