KC
KC

Kevin Collins

20 Years of Experience
Boston, MA
Broker

Kevin Collins is a registered investment advisor at Agf Investments, based in Boston, MA, with 20 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 22 clients with $4.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
22 clients
Average Client Portfolio
$223.7M average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)

AGF Investments LLC provides investment management services to institutional investors. AGF generally charges an investment management fee or advisory fee to clients based on the fair market value of assets under management or assets under advisement. Fees are negotiable and may vary significantly from client to client and mandate to mandate.

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Location

99 High Street, Suite 2802, Boston, MA, 02110

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kevin works full-time in sales and marketing as Head of Retail Sales for AGF Investments Inc. He spends 120 of those hours during trading hours.

Employment History
Current Registrations
Agf Investments
February 2012 - Present · 14 yrs 3 mos
Foreside Fund Services, LLC
October 2011 - Present · 14 yrs 7 mos
Foreside Fund Services, LLCBroker
October 2011 - Present · 14 yrs 7 mos
Previous Registrations
Columbia Management Investment Advisers, LLC
May 2010 - October 2011 · 1 yr 5 mos
Columbia Management Investment Distributors, INC.Broker
May 2010 - September 2011 · 1 yr 4 mos
Columbia Management Advisors, LLC
August 2007 - May 2010 · 2 yrs 9 mos
Columbia Management Distributors, INC.Broker
July 2007 - May 2010 · 2 yrs 10 mos
Fidelity Brokerage Services LLCBroker
February 2006 - July 2007 · 1 yr 5 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.