Meghan A. Collins
Professional summary
Meghan Ann Collins, who also goes by Meghan A Collins, is a registered financial advisor currently at OAKMONTE WEALTH MANAGEMENT located in Orlando, Florida.
Meghan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Meghan has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Meghan Ann Collins's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 30, 2023 - Present
OAKMONTE WEALTH MANAGEMENT
Office #1: 3700 S Conway Rd Ste 112, Orlando, FL 32812State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/30/2023)
Current Firm
OAKMONTE WEALTH MANAGEMENT
CRD#: 304150 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 34,379,703 |
Red Flags
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