KC
Kevin T. Collins
AGF INVESTMENTS
BOSTON, MA 02110
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CRD#: 5058591
KC
Professional summary
Kevin T Collins, who also goes by Kevin T Collins Mr, is a registered financial advisor currently at AGF INVESTMENTS located in Boston, Massachusetts and FORESIDE FUND SERVICES, LLC located in Boston, Massachusetts.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Kevin has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kevin T Collins Mr
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.
AGF INVESTMENTS INC.; BOSTON, MA; INVESTMENT RELATED; START DATE 9/19/11; HEAD RETAIL SALES; SALES & MARKETING; 160 HOURS A MONTH, 120 HOURS DURING TRADING HOURS
CRS (Client Relationship Summary) - RIA
Click below to view Kevin T 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
February 15, 2012 - Present
AGF INVESTMENTS
Office #1: 99 High Street Suite 2802, Boston, MA 02110RIA
CRD#: 153781
BOSTON, MA
Current
October 4, 2011 - Present
FORESIDE FUND SERVICES, LLC
Office #1: 99 High Street Suite 2802, Boston, MA 02110BD
CRD#: 46106
BOSTON, MA
Past
May 1, 2010 - October 4, 2011
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
RIA
CRD#: 108257
BOSTON, MA
Past
May 1, 2010 - September 29, 2011
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
BD
CRD#: 840
BOSTON, MA
Past
August 27, 2007 - May 1, 2010
BOFA ADVISORS, LLC
RIA
CRD#: 107900
BOSTON, MA
Past
July 17, 2007 - May 1, 2010
BOFA DISTRIBUTORS, INC.
BD
CRD#: 30683
BOSTON, MA
Past
February 23, 2006 - July 13, 2007
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
MERRIMACK, NH
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".
AI
AGF INVESTMENTS
AGF INVESTMENTS | QUANTSHARE ADVISOR | FFCM LLC | AGFIQ; AGFIQ ASSET MANAGEMENT | AGFIQ | AGF INVESTMENTS LLC
CRD#: 153781 / SEC#: 801-71685
RIA
Registered Investment Advisory firm - (7/29/2010 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/10/2023)
RR
Alaska(1/10/2023)
RR
Arizona(1/3/2019)
RR
Arkansas(1/10/2023)
RR
California(1/3/2019)
RR
Colorado(1/3/2019)
RR
Connecticut(10/4/2011)
RR
Delaware(1/10/2023)
RR
District of Columbia(1/3/2019)
RR
Florida(1/4/2016)
RR
Georgia(1/3/2019)
RR
Hawaii(1/10/2023)
RR
Idaho(1/10/2023)
RR
Illinois(2/2/2012)
RR
Indiana(1/10/2023)
RR
Iowa(1/10/2023)
RR
Kansas(1/10/2023)
RR
Kentucky(1/10/2023)
RR
Louisiana(1/10/2023)
RR
Maine(1/3/2019)
RR
Maryland(1/3/2019)
RR
Massachusetts(10/4/2011)
IAR
Massachusetts(2/15/2012)
RR
Michigan(1/10/2023)
RR
Minnesota(1/3/2019)
RR
Mississippi(1/10/2023)
RR
Missouri(1/10/2023)
RR
Montana(1/10/2023)
RR
Nebraska(1/3/2019)
RR
Nevada(1/10/2023)
RR
New Hampshire(1/3/2019)
RR
New Jersey(1/3/2019)
RR
New Mexico(1/10/2023)
RR
New York(10/4/2011)
RR
North Carolina(1/10/2023)
RR
North Dakota(1/10/2023)
RR
Ohio(1/10/2023)
RR
Oklahoma(1/10/2023)
RR
Oregon(1/10/2023)
RR
Pennsylvania(1/3/2019)
RR
Rhode Island(1/3/2019)
RR
South Carolina(1/10/2023)
RR
South Dakota(1/10/2023)
RR
Tennessee(1/10/2023)
RR
Texas(1/3/2019)
RR
Utah(1/10/2023)
RR
Vermont(1/10/2023)
RR
Virgin Islands(1/10/2023)
RR
Virginia(1/10/2023)
RR
Washington(1/10/2023)
RR
West Virginia(1/10/2023)
RR
Wisconsin(1/10/2023)
RR
Wyoming(1/10/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AI
AGF INVESTMENTS
AGF INVESTMENTS | QUANTSHARE ADVISOR | FFCM LLC | AGFIQ; AGFIQ ASSET MANAGEMENT | AGFIQ | AGF INVESTMENTS LLC
CRD#: 153781 / SEC#: 801-71685
RIA
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Contact information
Main Address
99 High Street Suite 2802, Boston, MA 02110
Mailing Address
Phone number
(617) 292-9804
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14 |
| AUM (Assets Under Management) | $ 2,764,435,090 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AGF INVESTMENTS
CRD#: 153781Boston, MA 02110TRUST BUT VERIFY
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