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Colin Flinn Gorman

EGP Wealth Management, LLC

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About Colin Flinn Gorman

Colin Flinn Gorman is a financial advisor at EGP Wealth Management, LLC. Colin is a registered investment advisor in Arkansas and Texas, and has been in the industry since 2005. Colin is a Personal Financial Specialist and holds the Series 7 and Series 66 licenses. Colin's experience includes working at 1st Global Capital Corp., HD Vest Investment Services, and Jerry & Gorman Financial Services DBA Legacy Wealth Management, PLLC. Colin's firm offers a variety of financial services, including financial planning, portfolio management for individuals, and pension consulting. Colin's firm specializes in working with high-net-worth individuals, trusts, and pension and profit-sharing plans.

Firm Information

Colin Gorman is currently registered with EGP Wealth Management, LLC. EGP Wealth Management, LLC is an investment advisor registered with the SEC that manages $28,863,224 in assets for 120 clients. The firm offers financial planning and portfolio management services for individuals and pension plans. They specialize in working with high-net-worth individuals, trusts, and pension and profit-sharing plans.

$28.86M

Assets Under Management

Not reported

Total Clients

4

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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percentage of assets

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

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Colin Gorman’s Registration & Firm History

AR

04/30/2024 - Present

EGP Wealth Management, LLC (NORTH LITTLE ROCK AR)

AR

09/30/2014 - 10/03/2018

1ST GLOBAL CAPITAL CORP. (N LITTLE ROCK AR)

AR

03/01/2005 - 10/10/2014

HD VEST INVESTMENT SERVICES (NORTH LITTLE ROCK AR)

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Licenses & Designations

BOTH

Issued 10/31/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Colin Flinn Gorman.
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