Kyle Conger is a registered investment advisor, based in Ponte Vedra Beach, FL, with 16 years of industry experience.
Location
102 Coastal Grove Ct, Ponte Vedra Beach, FL, 32082
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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.
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Kyle is involved with Corban Wealth Management and Price Investments, both support companies in Thomasville, GA. These activities are not investment-related and require minimal time commitment.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
April 2025 - Present · 1 yr 5 mos
Raymond James Financial Services Advisors, INC
April 2025 - Present · 1 yr 5 mos
Previous Registrations
LPL Financial LLC
November 2020 - May 2025 · 4 yrs 6 mos
LPL Financial LLCBroker
November 2020 - May 2025 · 4 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
April 2016 - November 2020 · 4 yrs 7 mos
Wells Fargo Clearing Services, LLC
April 2016 - November 2020 · 4 yrs 7 mos
Edward Jones
May 2010 - April 2016 · 5 yrs 11 mos
Edward JonesBroker
April 2010 - April 2016 · 6 yrs
Allstate Financial Services, LLCBroker
December 2008 - December 2009 · 1 yr
State Registrations32 states
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AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.