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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kincannon is a financial advisor based in AUSTIN, TX. David has been in the financial industry since May 3, 2007. David is currently registered with LPL Financial LLC, and has previously been registered with MML Investors Services, LLC and State Farm VP Management Corp. David holds the Series 6, 7, and 63 licenses as well as the SIE exam. David is a Certified Financial Planner and a Chartered Financial Consultant. David has over 16 years of experience in the financial industry, providing investment and financial planning advice to individuals, families, and businesses. David is committed to helping clients reach their financial goals through personalized financial planning, investment management, and insurance solutions. David's firm, LPL Financial LLC, is a national financial services firm offering a wide range of financial products and services, including investment management, retirement planning, insurance, and estate planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
07/01/2024 - Present
LPL Financial LLC (AUSTIN TX)
TX
11/01/2013 - 07/10/2024
MML INVESTORS SERVICES, LLC (Austin TX)
TX
04/06/2007 - 10/03/2013
STATE FARM VP MANAGEMENT CORP. (AUSTIN TX)
BC
Issued 04/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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