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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
Years of Experience
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Agfiq Brokerage Details
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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.
Foreside Fund Services, LLC
Agf Investments Inc
Riversource Fund Distributors, Inc
Columbia Management Group
Columbia Management Advisors, LLC
Kevin Collins has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Agfiq