9 Caledon Ct, Ste B, Greenville, SC, 29615
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →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.