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Credentials
Series 63, Series 65
Experience Industry experience
27 years
Location
Louisville, MS 39339
VOYA Financial Advisors, Inc.
Enterprise
Marcus Kincaid is a financial advisor with VOYA Financial Advisors, Inc. in Louisville, MS, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and previously held positions at Voya Financial Partners, LLC, Ballew Advisors Inc, and Valic Financial Advisors. Outside of his advisory work, Kincaid serves on the board of directors for the Winston County Medical Foundation and provides high school football game updates as a broadcaster for WLSM. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients through a broad range of financial planning and portfolio management services. The firm employs both discretionary and non-discretionary management approaches and integrates in-house and third-party strategies using technology-enabled tools to implement client recommendations.
Based on VOYA Financial Advisors, Inc.
Based on VOYA Financial Advisors, Inc.
Based on VOYA Financial Advisors, Inc.
Flat fees up to $100,000 per year for plan sponsor services and for financial planning/consulting services
$0 - $250,000: 2.75% $250,001 - $500,000: 2.75% $500,001 - $1,000,000: 2.50% $1,000,001 - $2,000,000: 2.35% $2,000,001 - $5,000,000: 2.10% $5,000,001 - $10,000,000: 2.05% $10,000,001+: 2.00%
Commission charges for certain financial products offered through VFA in its broker-dealer capacity
Hourly rate up to $500/hour for certain plan sponsor services and financial planning/consulting services
Account minimum: $1,000 Fee-only: Financial Planning and Consulting Services fees on flat fee or hourly basis; financial planning seminar fees up to $500 per person or flat fee up to $10,000 to corporate sponsors
Louisville, MS
2458 S Church Ave
Louisville MS 39339
Advisors at this office
1
Mississippi · New York · Texas
27 years of industry experience
VOYA Financial Advisors
2014 - Present • 12 years
Louisville, MS
Voya Financial Partners, LLC
2006 - 2011 • 5 years
Ballew Advisors Inc
2006 - 2006 • 1 year
Jackson, MS
Valic Financial Advisors
2003 - 2006 • 3 years
Ridgeland, MS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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