Kevin
Collins

Agfiq

CRD#5058591
Investment Advisor
in Boston, MA

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About this Advisor

Kevin Collins is a financial advisor in Boston, Massachusetts. Currently an investment advisor at Agfiq, Collins has 13 years of professional experience as a registered investment advisor. Collins holds Series 63 and Series 66 licenses, qualifying them as a securities agent. Collins is able to advise customers based out of Massachusetts. Over the course of their career, they have held roles at Columbia Management Group, Columbia Management Advisors, LLC, Riversource Investments, Riversource Fund Distributors, Inc, Foreside Fund Services, LLC and Agf Investments Inc. Agfiq is headquartered in Boston, Massachusetts. Overall, Agfiq manages $2 billion in assets covering 22 client accounts and retains eight staff members. The amount of assets the firm manages places it among the largest financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisor firm's 22 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Agfiq can offer portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

13 years

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

53 State Street Suite 1308
Boston, MA 02109

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Agfiq Brokerage Details

Total Assets Under Management

$1,820,305,024

MA Average: $16,012,751,954
Total Number of Employees

8

MA Average: 118
Total Number of Accounts

22

MA Average: 4,567
Average Account Size

$82,741,137

MA Average: $3,506,186

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Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Kevin Collins Work History

Kevin has 13 years of experience.

2011 - Present (9 years)

Foreside Fund Services, LLC

2011 - Present (9 years)

Agf Investments Inc

2010 - 2011 (1 year)

Riversource Investments

2010 - 2011 (1 year)

Riversource Fund Distributors, Inc

2007 - 2011 (4 years)

Columbia Management Group

2007 - 2011 (4 years)

Columbia Management Advisors, LLC

Disclosures

Kevin Collins has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Agfiq

Ronald Martin
Boston, MA
William Deroche
Boston, MA
Kevin Collins
Boston, MA

This content was compiled from the SEC and FINRA.

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