Gail Kincannon, financial advisor Clute TX

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 Clute, TX and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
The Ranier Financial Group, LLC Austin, TX Aug 2009 - Current 14
Eagle Strategies LLC Austin, TX Jun 2006 - Current 17
New York Life Insurance Company Austin, TX Jun 1993 - Current 30
Nylife Securities LLC Austin, TX Jun 1993 - Current 30
Caritativos Austin, TX Jul 2014 - Feb 2018 3
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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
    20,358
    MILLIONS
  • Total Number of Accounts
    95,287
    ACCOUNTS
  • Average Account Value
    $213,647
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, WY

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