RC
Roger A. Collins
EVERSIGHT WEALTH
Jackson, MS
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CRD#: 6461728
RC
Professional summary
Roger Adam Collins is a registered financial advisor currently at EVERSIGHT WEALTH LLC located in Jackson, Mississippi.
Roger is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Roger has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Roger Adam 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
June 16, 2015 - Present
EVERSIGHT WEALTH LLC
RIA
CRD#: 175285
Jackson, MS
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
Mississippi(6/16/2015)
IAR
Texas(12/13/2019)
Current Firm
EW
EVERSIGHT WEALTH LLC
EVERSIGHT WEALTH | MVMT CAPITAL LLC | MOVEMENT CAPITAL | EVERSIGHT WEALTH LLC
CRD#: 175285 / SEC#:
Florida
Registered Investment Advisory firm - (4/18/2016 Terminated)Mississippi
Registered Investment Advisory firm - (6/16/2015 Approved)Texas
Registered Investment Advisory firm - (12/13/2019 Conditional Restricted)PREMIUM
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Contact information
Main Address
Oxford, MS
Mailing Address
1000 Highland Colony Parkway Suite #5203, Ridgeland, MS 39157
Phone number
(601) 202-1356
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 97 |
| AUM (Assets Under Management) | $ 94,177,714 |
Red Flags
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