Cole Edward Durkin

Employer firm

Insight Wealth Strategies, LLC CRD 293644

$1.06B regulatory AUM 48 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 04/2018
  Lincoln Financial Advisors Corporation
  Houston, TX
• 04/2018 → 03/2020
  Insight Wealth Strategies
  Houston, TX
• 03/2020 → Present
  Insight Wealth Strategies
  Houston, TX

Previous Registrations

• 2016-05-16 → 2018-05-09
  Osaic Fa, Inc.
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2016-05-12

Designations

• Chartered Financial Analyst