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Donald Robert Kincaid

PFS Investments Inc.

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About Donald Robert Kincaid

Donald Kincaid is a financial professional registered with PFS Investments Inc. The advisor is active in Iowa and several other states including California, Florida, Illinois, and Wisconsin. Donald has been in the securities industry since February 28, 2008. The advisor specializes in providing portfolio management for individuals. Donald is also registered to provide services to charitable organizations, corporations, and individuals other than high-net-worth. The advisor is currently licensed with Series 6, Series 26, Series 63, and Series 65. PFS Investments Inc. is a registered investment adviser headquartered in Duluth, Georgia. The firm has approximately $8.5 billion of assets under management.

Firm Information

Donald Kincaid is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donald Kincaid’s Registration & Firm History

IA

04/30/2013 - Present

PFS Investments Inc. (BETTENDORF IA)

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Licenses & Designations

IA

Issued 03/21/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/08/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/24/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/28/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donald Robert Kincaid.
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