David Kincaid, financial advisor Spanish Fork UT
90 score

David Kincaid

CRD Number: 6101139
Current Firm: Edward Jones

David Kincaid (CRD# 6101139) is an Investment Advisor Representative working at Edward Jones in Spanish Fork, UT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones Tempe, AZ Aug 2012 - Current 4
Dayspring International Salt Lake City, UT Jun 2011 - Aug 2012 1
Major Sales, Inc. Salt Lake City, UT Aug 2010 - Jun 2011 < 1
Office Of Hnr. Congressman Jason Chaffetz Washingon, DC May 2010 - Aug 2010 < 1
University Of Utah Salt Lake City, UT Sep 2008 - May 2010 1
Full-time Student Salt Lake City, UT Jan 2007 - May 2010 3
Snell And Wilmer, LLC Salt Lake City, UT May 2007 - Mar 2010 2
Salt Lake City Main Library Salt Lake City, UT Jul 2007 - Dec 2007 < 1
University Of Utah Salt Lake City, UT Dec 2006 - Mar 2007 < 1
Church Of Jesus Christ Of Latter-day Saints Ogden, UT Nov 2004 - Nov 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for David R. Kincaid
Phone Number: 314-515-2000
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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