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Kirk Allen Bergin

J. W. Cole Advisors, Inc.

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About Kirk Allen Bergin

Kirk Bergin is an Investment Advisor Representative at J. W. Cole Advisors, Inc. Kirk has been in the financial services industry since 1994 and is registered in Texas. Kirk has passed Series 6, 7, 63 and 65 exams. Kirk provides financial planning, portfolio management for businesses and individuals, and educational seminars. Kirk has expertise in working with High Net Worth Individuals, individuals, and corporations.

Firm Information

Kirk Bergin is currently registered with J. W. Cole Advisors, Inc.. J. W. Cole Advisors, Inc. is an investment advisor headquartered in TAMPA, FL. They manage a total of $5.74 billion in client assets, primarily for high-net-worth individuals and other individuals, as well as corporations and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and educational seminars. J. W. Cole Advisors, Inc. is a registered investment advisor with the SEC.
J. W. Cole Advisors, Inc.

4301 ANCHOR PLAZA PARKWAY

TAMPA, FL 33634

$5.74B

Assets Under Management

1,682

Total Clients

419

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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hourly & fixed rate consulting

Hourly & fixed rate consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kirk Bergin’s Registration & Firm History

FL

04/18/2019 - Present

J. W. Cole Advisors, Inc. (TAMPA FL)

NY

01/22/1997 - 05/06/2002

NYLIFE SECURITIES INC. (NEW YORK NY)

MA

06/12/1995 - 11/11/1996

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

06/12/1995 - 11/11/1996

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NY

02/28/1994 - 09/21/1994

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/29/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/25/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/27/2000

Series 7 - General Securities Representative Examination

BC

Issued 02/25/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kirk Allen Bergin.
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