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Kyle Ryan Conner

Investment Adviser Representative at BURGESS INVESTMENT GROUP, LLC

Charleston, SCCRD #7427760Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
South Carolina
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/21/2022
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/29/2022
SIE
Securities Industry Essentials Examination
Passed 12/11/2021

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 - $500,0001.40%
$500,000 - $1,000,0001.25%
$1,000,001 - $3,000,0001.00%
$3,000,001 - $5,000,0000.75%
$5,000,001 and up0.60%
Source

Burgess Investment Group, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

DBA BIG MONEY RETIREMENT AND BIG RETIREMENTCurrent
10/27/2025Charleston, SC
CURRAN FINANCIAL PARTNERS, LLC
12/21/202210/29/2024Daniel Island, SC

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kyle Ryan Conner has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Kyle Ryan Conner - Financial Advisor in Charleston, SC | AdvisorFinder