Gail Kincannon
Gail Kincannon is a registered investment advisor at Eagle Strategies LLC, based in Lake Jackson, TX, with 36 years of industry experience. Gail operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
635 Dixie Drive, Suite 3, Lake Jackson, TX, 77531
Get directionsHistory
Regulatory History (4)
Customer Dispute
July 2018Judgment / Lien
July 2017Customer Dispute
May 2008Customer Dispute
December 2003Other Business ActivitiesSells Insurance
Gail works as an insurance broker with outside carriers since 2002, dedicating a few hours per week. She also owns The Ranier Financial Group, LLC since 2009 and inherited mineral ownership in Oklahoma since 2013, spending minimal time on the latter.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
J. W. Gant & Associates, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.