Cole Edward Durkin

CFA

Insight Wealth Strategies, LLC

9 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Insight Wealth Strategies, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

566 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$932.0M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Location

2603 Camino Ramon, Suite 350, San Ramon, CA, 94583

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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.

Employment History

Current Registrations

Insight Wealth Strategies, LLC

April 2018 - Present · 7 yrs 10 mos

Previous Registrations

Lincoln Financial Advisors Corporation

May 2016 - May 2018 · 2 yrs

Lincoln Financial Advisors CorporationBroker

March 2016 - May 2018 · 2 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.