GK
Gail A. Kincannon
EAGLE STRATEGIES LLC
AUSTIN, TX 78746
Some features on this profile are disabled
CRD#: 1962679
GK
Professional summary
Gail Ann Kincannon, who also goes by Gail Ann Loofbourrow, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Austin, Texas and NYLIFE SECURITIES LLC located in Austin, Texas.
Gail is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Gail has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gail Ann Loofbourrow
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 11720 Emerald Falls Dr, Austin, TX 78738; Start Date: 04/2002; Role/Title: Insurance Broker; Investment related; 5 hours per week]
[DBA, THE RANIER FINANCIAL GROUP, LLC, 6806 BEE CAVES RD., SUITE 1-C, AUSTIN, TX 78746, AND 635 DIXIE DRIVE, LAKE JACKSON, TX 77537; OWNER; INVESTMENT RELATED; START DATE O8/2009]
[MINERAL OWNERSHIP; INHERITATED MINERAL OWNERSHIP. PRODUCING MINERALS IN 2 COUNTIES; BEAVER, HARPER COUNTY, OKLAHOMA; 11720 EMERALD FALLS DR, AUSTIN, TEXAS 78738; START DATE 08/2013; ROLE/TITLE: OWNER; NOT INVESTMENT RELATED; 5 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS]
CRS (Client Relationship Summary) - RIA
Click below to view Gail Ann Kincannon's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 11, 1999 - Present
EAGLE STRATEGIES LLC
Office #1: 6806 Bee Caves Road Suite 1-c, Austin, TX 78746Office #2: 635 Dixie Drive Suite 3, Lake Jackson, TX 77531RIA
CRD#: 110826
AUSTIN, TX
Current
July 7, 1993 - Present
NYLIFE SECURITIES LLC
Office #1: 6806 Bee Caves Road Suite 1-c, Austin, TX 78746Office #2: 635 Dixie Drive Suite 3, Lake Jackson, TX 77531BD
CRD#: 5167
Austin, TX
Past
August 1, 1990 - May 18, 1993
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
August 1, 1990 - May 18, 1993
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
September 19, 1989 - July 11, 1990
J. W. GANT & ASSOCIATES, INC.
BD
CRD#: 7963
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Nevada(8/24/2025)
RR
North Carolina(6/9/2025)
RR
Tennessee(4/2/2025)
RR
Texas(7/7/1993)
IAR
Texas(1/11/1999)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
