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Megan Mccarthy Collins

Investment adviser representative at Kintra Investments, LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$112.9MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

16 years in the industry.

  1. Kintra Investments, LLCDec 2023 to now
  2. Mccarthy & Cox Retirement & Estate SpecialistsSep 2017 to now
  3. Commonwealth Financial NetworkSep 2017 to Dec 2023
  4. Nationwide Investment Services CorporationSep 2010 to Sep 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 2 states (OH, TX).

Kintra Investments, LLC

$112.9MAssets managed
1Clients
8Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5160839
Firm CRD
328478
Advisor's SEC record (opens in a new tab)
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