Investment adviser representative · James Curtis Financial And Insurance Services
Dion M. Collins
CRD 1441191 · Fullerton, CA
At a glance
Dion M. Collins is an investment adviser representative with James Curtis Financial And Insurance Services in Fullerton, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Dion’s SEC record dates to 2000, about 26 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- James Curtis Financial And Insurance ServicesSince May 2019Fullerton, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Dion’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.