linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

James William Collins

Missionsquare Retirement

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James William Collins

James William Collins is a financial advisor with Missionsquare Retirement. James has been in the industry since 2001. James is registered to provide investment advice in California, Oregon and the District of Columbia. James is also licensed to provide securities advice in those states as well as Florida. James has a Series 6, 7, 22, 63 and 65 license as well as a Series SIE. James holds the designation of Certified Financial Planner and has experience working with individuals, families and businesses. James has worked with individuals, insurance companies, high net worth individuals, pension and profit sharing plans and individuals other than high net worth. James is also a shareholder in a mobile home park.

Firm Information

James Collins is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

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.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Collins’s Registration & Firm History

DC

03/06/2020 - Present

Missionsquare Retirement (WASHINGTON DC)

CA

07/02/2001 - 07/31/2006

TAMBLYN & ASSOCIATES, INC. (WOODLAND CA)

Not sure if James William Collins is right for you?

Licenses & Designations

BC

Issued 09/10/2001

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/08/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/29/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/2004

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 06/29/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for James William Collins. Review regulatory record here.
Not sure if James William Collins is right for you?