CK
CFP
CK
CFP

Collin Kagan

6 Years of Experience
Navarre, FL
Broker

Collin Kagan is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Navarre, FL, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

7552 Navarre Parkway, Suite 35, Navarre, FL, 32566

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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.

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Other Business Activities

Collin is an officer (Vice President) and owner of Soundside Wealth Advisors, where he works as a financial advisor. This takes about half of Collin's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2020 - Present · 6 yrs 5 mos
Raymond James Financial Services, INC.Broker
August 2019 - Present · 6 yrs 11 mos
State Registrations29 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.
Collin Kagan - Financial Advisor | TrueAdvisor