Meghan A. Collins

OAKMONTE WEALTH MANAGEMENT

Orlando, FL 32812

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CRD#: 7707923

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

Are you a "fiduciary"?

Yes

Aliases

Meghan A Collins

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.

Name of outside business: Lifeboat Trust Services, LLC; Is the business investment related: Yes; Location of the business: 3700 S. Conway Road, Suite 100 Orlando Florida 32812 United States; Position Title: Client Services Associate; Responsibilities Duties: Check voicemail messages, update website. Once business gets going, Meghan will assist her boss with tasks as needed. In the future, Meghan will be trained for more responsibilities and will update the ADV at that time.; Start date with business: 2023-08-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0; Will an IRS form for income earned be received: No

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meghan Ann 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®

None

Experience

Current

June 30, 2023 - Present

OAKMONTE WEALTH MANAGEMENT

Office #1: 3700 S Conway Rd Ste 112, Orlando, FL 32812

RIA

CRD#: 304150

Orlando, FL

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

Florida
(6/30/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/21/2023

Uniform Investment Adviser Law Examination

Current Firm

OAKMONTE WEALTH MANAGEMENT

FLICK CONSULTING LLC | OAKMONTE WEALTH MANAGEMENT | OAKEMONTE WEALTH MANAGEMENT | FLICK CONSULTING, LLC

CRD#: 304150 / SEC#:

Florida

Registered Investment Advisory firm - (9/6/2019 Approved)

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Contact information

Main Address

3700 S Conway Rd Ste 112, Orlando, FL 32812

Mailing Address

3700 S. Conway Road Suite 100, Orlando, FL 32812

Phone number

(407) 412-9255

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	31
AUM (Assets Under Management)	$ 27,343,299

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.

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Meghan A. Collins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meghan Ann Collins's CRS (Customer Relationship Summary).

Certified licenses

Experience

OAKMONTE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 6/21/2023

Current Firm

OAKMONTE WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OAKMONTE WEALTH MANAGEMENT

TRUST BUT VERIFY

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