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Brian K

CFP®, Series 66

Harrisburg, NC

Edward Jones

Brian Kincaid is a CFP® professional with six years of industry experience, currently serving at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Coca-Cola Consolidated Inc from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management Military & Veterans Newlywed/Engaged
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Charles K

Series 66

Harrisburg, NC

Edward Jones

Charles Kincaid is a financial advisor at Edward Jones in Harrisburg, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked for the Federal Bureau of Investigation for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Military & Veterans Founder/Business Owner
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