David
Kincannon

Mml Investors Services, LLC

CRD#5266137
Investment Advisor
in Austin, TX
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About this Advisor

David Kincannon is a chartered financial consultant operating out of Austin, Texas, with a total of 20 years of financial industry experience. Kincannon is currently employed by Mml Investors Services, LLC. Throughout their career, they have worked at David Kincannon Insurance Agency, State Farm Vp Management Corp, Nancy Callahan Insurance Agency, Jim Saxton Insurance Agency, Mass Mutual Life Insurance Company and Mml Investors Services. Kincannon has a Series 63 license, which qualifies them as a securities representative, and can advise clients in Texas. Mml Investors Services, LLC is a registered investment firm that has its headquarters in Austin, Texas. The company has offices in 1,335 locations and a total of 8,095 financial advisors. It controls $29 billion in assets among its 238,365 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 512 charities and foundations. The advisory firm performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely depend on the services provided. However, fee types billed by Mml Investors Services, LLC can be comprised of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

7600 B N Capital Of Texas Highway Suite 340
Austin, TX 78731

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$28,659,207,084

TX Average: $16,012,751,954
Total Number of Employees

8,095

TX Average: 118
Total Number of Accounts

238,365

TX Average: 4,567
Average Account Size

$120,232

TX Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

David Kincannon Work History

David has 20 years of experience.

2013 - 2013 (0 years)

Jim Saxton Insurance Agency

2013 - Present (6 years)

Mass Mutual Life Insurance Company

2013 - Present (6 years)

Mml Investors Services

2010 - 2013 (3 years)

Nancy Callahan Insurance Agency

2010 - 2013 (3 years)

State Farm Vp Management Corp

2006 - 2010 (4 years)

State Farm Vp Management Corp

1998 - 2010 (12 years)

David Kincannon Insurance Agency

Disclosures

David Kincannon has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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