Collins Advisory

Collins Advisory (CRD# 112085) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $36,163,000 in 135 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    135
    ACCOUNTS
  • Average Account Value
    $267,874
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 28 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
1700 Adams Ave.,, Suite 210, Costa Mesa, CA 92626
96
Wealthminder
score

James Curtis (CRD# 5557007) is an Investment Advisor Representative working at Collins Advisory in Costa Mesa, CA and has over 9 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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