Gail Kincannon, financial advisor Lake Jackson TX
83 score

Gail Kincannon

CRD Number: 1962679
Current Firm: Eagle Strategies LLC

Gail Kincannon (CRD# 1962679) is an Investment Advisor Representative working at Eagle Strategies LLC in Lake Jackson, TX and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Caritativos Austin, TX Jul 2014 - Current 2
The Ranier Financial Group, LLC Austin, TX Aug 2009 - Current 7
New York Life Ins. Company Austin, TX Jun 1993 - Current 23
Nylife Securities Inc. Austin, TX Jun 1993 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
S65 NASAA Investment Advisors Law Examination Sep 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Gail A. Kincannon
Phone Number: (888) 695-3245
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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