PC
Paul L. Collins
IMPACT PARTNERSHIP WEALTH
KANEOHE, HI
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CRD#: 1600843
PC
Professional summary
Paul Lawrence Collins is a registered financial advisor currently at IMPACT PARTNERSHIP WEALTH, LLC located in Kaneohe, Hawaii.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Paul has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) DIAMOND HEAD FINANCIAL SERVICES; INVESTMENT-RELATED; HAWAII; SOLE PROPRIETOR; START DATE 2022; INSURANCE SALES. (2) DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP CORP.; INVESTMENT-RELATED; HAWAII; OWNER; START DATE 2022; D/B/A FOR INVESTMENT ADVISORY SERVICES.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Lawrence Collins's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 14, 2022 - Present
IMPACT PARTNERSHIP WEALTH, LLC
RIA
CRD#: 313928
KANEOHE, HI
Past
June 8, 2011 - October 2, 2012
FORESTERS EQUITY SERVICES, INC.
RIA
CRD#: 18464
KANEOHE, HI
Past
June 29, 2009 - October 2, 2012
FORESTERS EQUITY SERVICES, INC.
BD
CRD#: 18464
SAN DIEGO, CA
Past
December 8, 2006 - August 16, 2007
SIGNATOR FINANCIAL SERVICES, INC.
BD
CRD#: 19061
LAUDERHILL, FL
Past
February 20, 2003 - August 23, 2004
AMERICAN GENERAL SECURITIES INCORPORATED
BD
CRD#: 13626
PHOENIX, AZ
Past
September 25, 2000 - July 29, 2002
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
LINCOLN, NE
Past
November 13, 1998 - January 9, 2000
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
LINCOLN, NE
Past
September 4, 1997 - October 26, 1998
METLIFE INVESTORS DISTRIBUTION COMPANY
BD
CRD#: 6695
NEWPORT BEACH, CA
Past
January 17, 1996 - August 19, 1997
MUTUAL SECURITIES, INC.
BD
CRD#: 13092
CAMARILLO, CA
Past
May 11, 1993 - February 14, 1996
METLIFE INVESTORS DISTRIBUTION COMPANY
BD
CRD#: 6695
NEWPORT BEACH, CA
Past
August 14, 1989 - December 1, 1989
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
August 14, 1989 - January 9, 1990
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MILWAUKEE, WI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IP
IMPACT PARTNERSHIP WEALTH, LLC
ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS
CRD#: 313928 / SEC#: 801-121239
RIA
Registered Investment Advisory firm - (5/24/2021 Approved)Maryland
Registered Investment Advisory firm - (10/18/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Hawaii(11/14/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IP
IMPACT PARTNERSHIP WEALTH, LLC
ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS
CRD#: 313928 / SEC#: 801-121239
RIA
Registered Investment Advisory firm - (5/24/2021 Approved)Maryland
Registered Investment Advisory firm - (10/18/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1688 White Circle Nw, Marietta, GA 30066
Mailing Address
Phone number
(800) 380-5040
Established
Firm type
Fiscal year end
# of Employees
78
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,237 |
| AUM (Assets Under Management) | $ 1,682,147,707 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
