AK
AK

Amy Rebecca Kincaid

10 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
422 advisors
Number of Clients
111,059 clients
Average Client Portfolio
$338K average
Assets Under Management
$37.5B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
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Location

9 Caledon Ct, Ste B, Greenville, SC, 29615

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Amy is the CEO and sales producer at Kincaid Retirement & Wealth Management, involved in insurance, annuities, and securities, taking nearly full-time. She is also the owner of KFS, LLC, focused on AUM commissions, dedicating about 10-20% of her time, and a referral partner for AE Medicare Partnership Program, spending minimal time. Additionally, Amy is an author and the CEO/Owner of Kincaid Property Management, LLC, spending minimal time on each.

Employment History
Current Registrations
Ae Wealth Management, LLC
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
Madison Avenue Securities, LLC
April 2018 - December 2021 · 3 yrs 8 mos
Madison Avenue Securities, LLCBroker
September 2017 - December 2021 · 4 yrs 3 mos
Capital Investment Group, INC.Broker
August 2015 - October 2017 · 2 yrs 2 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.