Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Kincade is a financial advisor with LPL Financial LLC, located in Visalia, CA. Grant has been in the financial industry since 2009. Grant has been registered with FINRA since 2009 and has a Series 6, Series 7, and Series 63 license. He also holds a Series 65 license, which allows Grant to provide investment advice to individuals and families. Grant's previous employers include BANCWEST INVESTMENT SERVICES, INC., SORRENTO PACIFIC FINANCIAL, LLC and J.P. MORGAN SECURITIES LLC. Grant is a Certified Financial Planner.
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.
1
2
CA
07/19/2023 - Present
LPL Financial LLC (VISALIA CA)
CA
12/18/2017 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (VISALIA CA)
CA
09/14/2016 - 12/08/2017
SORRENTO PACIFIC FINANCIAL, LLC (KINGSBURG CA)
CA
10/01/2012 - 09/27/2016
J.P. MORGAN SECURITIES LLC (VISALIA CA)
CA
08/12/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (VISALIA CA)
IA
Issued 03/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/11/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Grant Kincade is the right advisor for you? Invested Better is here to help.
