David Chase Kincannon

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 07/2024
  Mass Mutual Life Insurance Company
  Austin, TX
• 11/2013 → 07/2024
  Mml Investors Services
  Austin, TX
• 07/2024 → Present
  Lpl Financial Llc
  Austin, TX

Previous Registrations

• 2016-03-17 → 2024-07-10
  Mml Investors Services, Llc
  Austin, TX
  Austin, TX
  Austin, TX

Other Businesses

1) 05/07/2024 - Cardinal Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2) 05/07/2024 - Kincannon Rental Properties - Real Estate Rental - owner - Austin TX 78726 - Investment Related - 1 hr/mth 3) 05/07/2024 - FOSSIL KNOB RIDGE, LLC - Real Estate Rental - owner - Austin TX 78726 - Investment Related - 5 hrs/mth 4) 05/07/2024 - Cardinal Financial Partners - Non-Variable Insurance - At Reported Business Location(s) - Investment Related - 8 hrs/mth 5) 12/12/2025 - Palo Santo Holdings LLC - Real Estate Rental - Investment Related - Lajitas, TX - Start Date 12/15/2025 - 5 hours per month/ 0 hours during trading 6) 06/03/2026 - Cardinal Financial Partners LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Austin, TX - Start Date 07/01/2024 - 100 hours per month/ during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-04-05

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Chase Kincannon