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, who has been in the industry for 12 years. Kincannon is an advisor for Mml Investors Services, LLC. During their career, the advisor has held roles at Nancy Callahan Insurance Agency, State Farm Vp Management Corp, Jim Saxton Insurance Agency, Mass Mutual Life Insurance Company and Mml Investors Services. Kincannon maintains a Series 63 license, designating them as a securities agent, and can serve investors in Texas. Mml Investors Services, LLC is a registered investment company headquartered in Austin, Texas. The company has offices in 1,155 locations and a total of 7,620 people on staff. It handles $63 billion in assets across its 287,089 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 384 charitable organizations. Mml Investors Services, LLC performs a number 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 for financial advisory services largely depend on which service is provided. However, fees billed by Mml Investors Services, LLC may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

12 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

317 Grace Lane Suite 250
Austin, TX 78746

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

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

7,620

TX Average: 118
Total Number of Accounts

287,089

TX Average: 4,567
Average Account Size

$219,257

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 12 years of experience.

2013 - Present (9 years)

Mass Mutual Life Insurance Company

2013 - Present (9 years)

Mml Investors Services

2013 - 2013 (< 1 year)

Jim Saxton Insurance Agency

2010 - 2013 (3 years)

Nancy Callahan Insurance Agency

2010 - 2013 (3 years)

State Farm Vp Management Corp

Disclosures

David Kincannon has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Louis Giangrande
Norwalk, CT
John Kelly
Birmingham, AL
Neville Fearing
Charlotte, NC
Thomas Evans
Lafayette, LA
Vincent Vaghi
Bethesda, MD
Pedro Lugo
Orlando, FL
Christopher Lee
Fort Lauderdale, FL
Robert Roisum
Austin, TX

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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