CG
Colin F. Gorman
EGP WEALTH MANAGEMENT
North Little Rock, AR 72114
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CRD#: 4877151
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Professional summary
Colin Flinn Gorman is a registered financial advisor currently at EGP WEALTH MANAGEMENT, LLC located in North Little Rock, Arkansas.
Colin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Colin has worked at 5 firms and has passed the Series 66, SIE and Series 7 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) EGP Holdings LLC POSITION: OWNER NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: N Little Rock AR 72114, United States DESCRIPTION: OVERSEE BUILDING 2) BG HEALTHCARE CDE, LLC POSITION: MEMBER NATURE: COORDINATE TAX CREDITS BETWEEN BANK AND BUSINESS APPLYING FOR CREDIT INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/06/2013 ADDRESS: Austin TX 78757, United States DESCRIPTION: NO ACTIVITY; IF AWARDED NMTC ALLOCATION, WE WOULD COORDINATE TAX CREDITS BETWEEN BANK AND BUSINESS APPLYING FOR CREDIT 3) JERRY & GORMAN FINANCIAL SERVICES DBA LEGACY WEALTH MANAGEMENT, PLLC POSITION: MEMBER NATURE: INSUANCE AGENCY INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2009 ADDRESS: N Little Rock AR 72114, United States DESCRIPTION: RECEIVES HEALTH INSURANCE COMMISSIONS, 100% MEMBER, 11/01/2009, 1 HR/MO, 0 HRS/TRADE, MEMBER, OVERSEE COMMISSIONS; 4) CFG HOLDINGS, LLC POSITION: MANAGING MEMBER NATURE: HOLDING COMPANY FOR OTHER ACTIVITIES INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/31/2009 ADDRESS: 611 Main Street, N Little Rock AR 72114, United States DESCRIPTION: MANAGING MEMBER, 100% OWNER, HOLDING COMPANY FOR OTHER ACTIVIES. 5) Associated Builders & Contractors of Arkansas, Inc. POSITION: Check Signer NATURE: Association of local builders and contractors INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2014 ADDRESS North Little Rock AR 72114, United States DESCRIPTION: Simply sign checks when two checks required 6) EGP, PLLC POSITION: Managing Partner and CPA NATURE: Accounting Firm. INVESTMENT RELATED: No START DATE: 07/2015 ADDRESS: 611 Main St. N. Little Rock AR 72114, United States 7) MARINE CORPS LEAGUE, SID MCMATH DETACHMENT - VETERANS ASSOCIATION, START DATE: 2018 POSITION: JUNIOR VICE COMMANDER, NATURE: NON-PROFIT ASSOCIATION, DUTIES: RECENT MEMBERS, NON-INVESTMENT RELATED, 1% OF TIME SPENT ON THIS ACTIVITY 8) FIRST UNITED METHODIST CHURCH, START DATE: 2020, POSITION: FINANCE COMMITTEE MEMBER, NATURE: NON-PROFIT/CHURCH, DUTIES: ADVISORY - FINANCE COMMITTEE, 1% OF TIME SPENT ON THIS ACTIVITY. 9) 11/2009 Independent Licensed insurance Agent; Investment Related; Arkansas; Life, Disability, and Long Term Care
CRS (Client Relationship Summary) - RIA
Click below to view Colin Flinn Gorman'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
October 16, 2018 - Present
EGP WEALTH MANAGEMENT, LLC
Office #1: 611 Main Street, North Little Rock, AR 72114RIA
CRD#: 298338
North Little Rock, AR
Past
September 30, 2014 - October 4, 2018
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
N. LITTLE ROCK, AR
Past
September 30, 2014 - October 3, 2018
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
N LITTLE ROCK, AR
Past
July 6, 2005 - October 10, 2014
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
LITTLE ROCK, AR
Past
March 1, 2005 - October 10, 2014
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
NORTH LITTLE ROCK, AR
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
Arkansas(10/16/2018)
IAR
Texas(4/30/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
EW
EGP WEALTH MANAGEMENT, LLC
BUTLER FINANCIAL SERVICES | EGP WEALTH MANAGEMENT, LLC
CRD#: 298338 / SEC#:
Arkansas
Registered Investment Advisory firm - (10/16/2018 Approved)Texas
Registered Investment Advisory firm - (11/5/2018 Approved)Virginia
Registered Investment Advisory firm - (8/9/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
611 Main Street, North Little Rock, AR 72114
Mailing Address
Phone number
(501) 320-1021
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 160 |
| AUM (Assets Under Management) | $ 39,639,429 |
Red Flags
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Company Information
EGP WEALTH MANAGEMENT, LLC
CRD#: 298338North Little Rock, AR 72114TRUST BUT VERIFY
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