Edward J. Collins
Professional summary
Edward James Collins is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Colorado Springs, Colorado and KESTRA INVESTMENT SERVICES, LLC located in Colorado Springs, Colorado.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Edward has worked at 8 firms and has passed the Series 66, Series 63, Series 6TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edward James Collins's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 9, 2025 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 2153 Chuckwagon Rd Ste 201, Colorado Springs, CO 80919September 9, 2025 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 2153 Chuckwagon Rd Ste 201, Colorado Springs, CO 80919January 25, 2019 - January 20, 2026
COLLINS WEALTH MANAGEMENT, INC.
October 26, 2018 - December 31, 2018
COLLINS WEALTH MANAGEMENT, INC.
May 1, 2018 - March 31, 2020
R & R FINANCIAL PLANNERS, INC.
March 21, 2018 - September 17, 2025
RNR SECURITIES, L.L.C.
March 3, 2006 - March 26, 2018
GENEOS WEALTH MANAGEMENT, INC.
March 3, 2006 - March 26, 2018
GENEOS WEALTH MANAGEMENT, INC.
January 27, 2005 - March 6, 2006
M HOLDINGS SECURITIES, INC.
December 17, 2004 - March 6, 2006
M HOLDINGS SECURITIES, INC.
May 12, 2003 - November 1, 2004
PRIME CAPITAL SERVICES, INC.
Primary Firm SEC Registration
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/7/2025)
(9/9/2025)
(9/9/2025)
(9/9/2025)
(9/9/2025)
(9/9/2025)
(9/9/2025)
(1/6/2026)
(12/26/2025)
(2/20/2026)
(1/28/2026)
(9/9/2025)
(9/9/2025)
(11/24/2025)
Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/01/2025 | ||
| 12/23/2024 | ||
| 10/20/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Colorado Springs, CO 80919TRUST BUT VERIFY
Monitor Edward Collins
Get automatic monthly alerts on:
