Collin Kagan (CRD# 7129622) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Navarre, FL and has over 4 years of experience in the finance industry.
CRD# 1672337
Ameriprise Financial Services, LLC
CRD# 5194535
Fsa Investment Group, LLC
CRD# 5739032
Familywealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors | Navarre, FL | Feb 2020 - Current | 4 |
| Raymond James Financial Services, Inc. | Navarre, FL | Aug 2019 - Current | 4 |
| Soundside Wealth Advisors | Navarre, FL | Aug 2019 - Current | 4 |
| The Retreat | Orlando, FL | Oct 2016 - May 2019 | 2 |
| University Of Central Florida | Orlando, FL | Aug 2015 - May 2019 | 3 |
| Office Of Criminal Conduct | Pensacola, FL | May 2016 - Aug 2016 | < 1 |
| Aramark | Orlando, FL | Oct 2015 - Apr 2016 | < 1 |
| Papa Nalu's Aloha Grill | Gulf Breeze, FL | Nov 2012 - Aug 2015 | 2 |
| Gulf Breeze High School | Gulf Breeze, FL | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- FL
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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