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Brenda Dawn Kincaid

401K GENERATION·ALTAMONTE SPRINGS,, Florida
Clean record401K GENERATION
237 S WESTMONTE DRIVE, ALTAMONTE SPRINGS,, FL 32714CRD# 7280581Firm CRD# 154279

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brenda Dawn Kincaid · ALTAMONTE SPRINGS,, FL
Registration
CRD #7280581 · 401K GENERATION
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brenda Dawn Kincaid is a registered financial advisor based in ALTAMONTE SPRINGS,, Florida, affiliated with 401K GENERATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
401K GENERATION
401K GENERATION
AUM
$139M
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at 401K GENERATION →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7280581
Firm CRD# 154279
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brenda Dawn Kincaid offer?
Brenda Dawn Kincaid specializes in Investment Management. Contact their office in ALTAMONTE SPRINGS,, Florida for a consultation.
What are Brenda Dawn Kincaid's credentials?
Brenda Dawn Kincaid is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brenda Dawn Kincaid located?
Brenda Dawn Kincaid is based in ALTAMONTE SPRINGS,, Florida, working with 401K GENERATION. Their office serves clients in the ALTAMONTE SPRINGS, metropolitan area and surrounding communities.
How does Brenda Dawn Kincaid charge for services?
Brenda Dawn Kincaid's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 401K GENERATION?
401K GENERATION has approximately 34 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at 401K GENERATION

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LAKE MARY, FL
Kelli Diane Rojas
ALTAMONTE SPRINGS,, FL
Christopher James Austin
LAKE MARY, FL
Marlene Jarrett Nitsch
ALTAMONTE SPRINGS,, FL
Edward Rojas
ALTAMONTE SPRINGS,, FL

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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City Guides
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Research
Advisor Fees in FloridaNational Fee Analysis
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