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Cole Edward Durkin

Insight Wealth Strategies, LLC

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About Cole Edward Durkin

Cole Durkin is a financial advisor at Insight Wealth Strategies, LLC in San Ramon, CA. Cole has been in the industry for over six years and has experience working with high-net-worth individuals as well as individuals other than high-net-worth. Cole is a Chartered Financial Analyst and holds the Series 66, Series 7 and SIE licenses. Cole specializes in financial planning, portfolio management for individuals and businesses, selection of other advisors, educational seminars, and the publication of periodicals.

Firm Information

Cole Durkin is currently registered with Insight Wealth Strategies, LLC. Insight Wealth Strategies, LLC is a Registered Investment Advisor located in San Ramon, California. The firm provides financial planning, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and individuals, and other advisory services. Insight Wealth Strategies, LLC manages approximately $932,033,936 in regulatory assets under management for 1,962 client accounts. The firm serves high-net-worth individuals and individuals other than high-net-worth.
Insight Wealth Strategies, LLC

2603 CAMINO RAMON

SAN RAMON, CA 94583

$932.03M

Assets Under Management

62

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cole Durkin’s Registration & Firm History

CA

04/27/2018 - Present

Insight Wealth Strategies, LLC (San Ramon CA)

TX

03/31/2016 - 05/09/2018

LINCOLN FINANCIAL ADVISORS CORPORATION (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 05/12/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/09/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cole Edward Durkin.
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