Gregory Kinkead
Gregory Kinkead is a registered investment advisor at Centaurus Financial, INC., based in Las Vegas, NV, with 31 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
1980 Festival Plaza Drive, Suite #300, Las Vegas, NV, 89135
Get directionsHistory
Regulatory History (13)
Judgment / Lien
December 2022Customer Dispute
August 2019Judgment / Lien
December 2018Judgment / Lien
June 2018Judgment / Lien
December 2016Judgment / Lien
November 2016Judgment / Lien
November 2015Customer Dispute
January 2005Customer Dispute
May 2003Customer Dispute
April 2003Customer Dispute
March 2003Customer Dispute
March 2003Customer Dispute
October 2002Other Business ActivitiesSells Insurance
Gregory is the CEO/Founder of Kinkead Wealth Management and Annuities Made Simple, focusing on marketing and educational events, dedicating about a quarter of his time to the latter. He is also the CEO/Founder of Kinkead Insurance Services, marketing term life, fixed life, LTC insurance, Medicare supplements, and fixed annuities, spending about 10-20% of his time on this.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Securities America, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Salomon Smith Barney INC.Broker
State Registrations11 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.