Kyle Bochat, financial advisor Atlanta GA
90 score

Kyle Bochat

CRD Number: 6298931
Current Firm: Ifg Advisory, LLC

Kyle Bochat (CRD# 6298931) is an Investment Advisor Representative working at Ifg Advisory, LLC in Atlanta, GA and has over 3 years of experience in the finance industry.

Similar Advisors
Alan Thomson, financial advisor Atlanta GA
Alan D. Thomson
CRD# 3020755
Terra Firma Financial LLC
Score
105
Similar Advisors
Kary Brownlee, financial advisor Atlanta GA
Kary N. Brownlee
CRD# 4540792
Independent Financial Partners
Score
103
Similar Advisors
Jason Culp, CFP®, financial advisor Atlanta GA
Jason B. Culp, CFP®
CRD# 4782894
Pragmatic Financial Strategies, Inc.
Score
103
Company Name Location Dates Years
Ifg Advisory, LLC Gainsville, GA Jun 2017 - Current < 1
Strong Gaddy Lee Wealth Management Group, LLC Gainesville, GA Jun 2017 - Current < 1
Lpl Financial, LLC Gainsville, GA Jun 2017 - Current < 1
Wells Fargo Clearing Services, LLC Gainesville, GA Nov 2016 - Jun 2017 < 1
Wells Fargo Advisors, LLC Gainesville, GA Jul 2016 - Nov 2016 < 1
Edward Jones St. Louis, MO Mar 2014 - Jul 2016 2
United Hospice Norcross, GA Feb 2010 - Feb 2014 4
Windstream Communications Cornelia, GA Apr 2003 - Feb 2010 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Kyle R. Bochat
Phone Number: 770-353-6317
Firm Website: http://www.cpcllp.com
Registered State(s):
  • GA
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    1,073
    MILLIONS
  • Total Number of Accounts
    5,604
    ACCOUNTS
  • Average Account Value
    $191,386
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AZ, CA, CT, FL, GA, IL, IN, LA, MA, MD, ME, MI, MO, MS, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Kyle Bochat and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.