John Robert Kinkead
Professional Summary
John Robert Kinkead is a registered financial advisor currently at VISIONARY WEALTH ADVISORS, LLC located in Naples, Florida. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. John has worked at 8 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 31, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
35 years in the financial services industry
Current & Past Employments
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Current Firm
ARVEN ADVISORS | VISIONARY WEALTH ADVISORS, LLC | DORIA ADVISORS, LLC | BANYAN WEALTH ADVISORS
Contact Information
Main Address
1401 South Brentwood Boulevard Suite 700, St. Louis, MO 63144Phone Number
(314) 764-2727# of Employees
74SEC notice filing (35 States and Territories)
Registered to provide investment advisory services in 35 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
11,041AUM (Assets Under Management)
$3,536,310,209Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/07/2023 | Cover Page | Report |
| 10/12/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
ARVEN ADVISORS | VISIONARY WEALTH ADVISORS, LLC | DORIA ADVISORS, LLC | BANYAN WEALTH ADVISORS
State Registrations and Notice Filings
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Aug 2001About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jul 2001About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view John Robert Kinkead's CRS (Customer Relationship Summary).
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