Kyle Corgan
Kyle Corgan is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, with 24 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is up to 2%.
Fee Estimator
Location
1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (6)
Judgment / Lien
February 2024Customer Dispute
June 2022Customer Dispute
March 2017Customer Dispute
September 2014Customer Dispute
September 2012Customer Dispute
November 2003Other Business ActivitiesSells Insurance
Kyle is a licensed insurance agent since 2002, recommending insurance solutions to clients and spending about 10% of his time on this. He also serves as a vendor to Homevestors marketing 1031 exchanges and DST investments (10% of his time) and prospects and processes P&C insurance opportunities through Goosehead Insurance Agency, LLC (about 10-20% of his time).
Employment History
Current Registrations
Nfsg Corporation
Newbridge Securities Corporation
Newbridge Securities CorporationBroker
Previous Registrations
Fidelity Brokerage Services LLCBroker
David Lerner Associates, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.