Unclaimed Profile

Richard Ellison Collins

DIVERGENT WEALTH ADVISORS, LLC·MIDVALE, Utah

SIE, Series 7, Series 8, Series 31, Series 63, Series 65CFPClean record32 years registeredDIVERGENT WEALTH ADVISORS, LLC

910 WEST LEGACY CENTER WAY, MIDVALE, UT 84047CRD# 1623446Firm CRD# 286383

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Ellison Collins · MIDVALE, UT

Registration

CRD #1623446 · DIVERGENT WEALTH ADVISORS, LLC · 32 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DIVERGENT WEALTH ADVISORS, LLC

DIVERGENT WEALTH ADVISORS, LLC

Apr 2017 – Feb 2024

SOUTH JORDAN, UT

MORGAN STANLEY

Jun 2009 – Apr 2017

HOLLADAY, UT

CITIGROUP GLOBAL MARKETS INC.

Sep 1993 – Jun 2009

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 31

Series 63

Series 65

Registration record

First registered · September 23, 1993

Years registered · 32

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DIVERGENT WEALTH ADVISORS, LLC

CRD 286383 · SEC 802-131661

AUM

$617M

Regulatory assets under management

Services offered by DIVERGENT WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at DIVERGENT WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Richard Ellison Collins offer?

Richard Ellison Collins specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Richard Ellison Collins's credentials?

Richard Ellison Collins holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Richard Ellison Collins located?

Richard Ellison Collins is based in MIDVALE, Utah, last registered with DIVERGENT WEALTH ADVISORS, LLC.

How does Richard Ellison Collins charge for services?

Richard Ellison Collins's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DIVERGENT WEALTH ADVISORS, LLC?

DIVERGENT WEALTH ADVISORS, LLC is a registered investment adviser with the SEC, managing $617M in regulatory assets under management. See their Form ADV for full details.

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