Collin Kagan, financial advisor Navarre FL

Collin Kagan

CRD Number: 7129622
Current Firm: Raymond James Financial Services Advisors, Inc.

Collin Kagan (CRD# 7129622) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Navarre, FL and has over 3 years of experience in the finance industry.

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Familywealth
Company Name Location Dates Years
Raymond James Financial Services Advisors Navarre, FL Feb 2020 - Current 2
Raymond James Financial Services, Inc. Navarre, FL Aug 2019 - Current 3
Soundside Wealth Advisors Navarre, FL Aug 2019 - Current 3
New York Life Orlando, FL Jun 2019 - Jul 2019 < 1
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
Contact Info for Collin J. Kagan
Phone Number: 727-567-3020
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    272,263
    MILLIONS
  • Total Number of Accounts
    846,581
    ACCOUNTS
  • Average Account Value
    $321,603
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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