TrueAdvisor
TrueAdvisor
PK
CFP
PK
CFP

Percy Kaigler

Benjamin F. Edwards & Company, Incorporated
27 Years of Experience
Gulfport, MS
Broker
View SEC Summary
View SEC Summary

Percy Kaigler is a CFP-designated registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Gulfport, MS, with 27 years of industry experience. Percy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 33,057 clients with $19B in assets under management.

Benjamin F. Edwards & Company, Incorporated
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
519 advisors
Number of Clients
33,057 clients
Average Client Portfolio
$572K average
Assets Under Management
$18.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum total wrap fee is 2.50% annually, combining advisor and manager fees. Specific strategy rates vary, and fees are fully negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

401 Cowan Rd, Suite D, Gulfport, MS, 39507

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Percy is the Finance Committee Chairman for the Gulfport Yacht Club, where he discusses and makes financial decisions for the club along with the Board of Directors. This requires minimal time.

Employment History
Current Registrations
Benjamin F. Edwards & Company, INC.Broker
February 2016 - Present · 10 yrs 8 mos
Benjamin F. Edwards & Company, Incorporated
February 2016 - Present · 10 yrs 8 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - February 2016 · 8 yrs 1 mo
Wells Fargo Advisors, LLC
January 2008 - February 2016 · 8 yrs 1 mo
A. G. Edwards & Sons, INC.
August 2003 - January 2008 · 4 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
February 2000 - January 2008 · 7 yrs 11 mos
Amsouth Investment Services, INC.Broker
February 2000 - April 2000 · 2 mos
Invest Financial CorporationBroker
December 1998 - February 2000 · 1 yr 2 mos
State Registrations14 states
ALCACOFLGAINLAMIMOMSNCSCTNTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Gulfport, MS →All financial advisors in Mississippi →